Showing posts with label Eropah. Show all posts
Showing posts with label Eropah. Show all posts

Saturday, 11 March 2017

Portuguese Empire

Portuguese Empire

The Portuguese Empire (Portuguese: Império Português), also known as the Portuguese Overseas (Ultramar Português), was one of the largest and longest-lived empires in world history and the first colonial empire. It existed for almost six centuries from the capture of Ceuta in 1415 to the grant of sovereignty to East Timor in 2002.

The first era of the Portuguese empire originated at the beginning of the Age of Discovery. Initiated by the Kingdom of Portugal, it would eventually expand across the globe. Portuguese sailors began exploring the coast of Africa and the Atlantic archipelagos in 1418–19, using recent developments in navigation, cartography and maritime technology such as the caravel, in order that they might find a sea route to the source of the lucrative spice trade. In 1488, Bartolomeu Dias rounded the Cape of Good Hope, and in 1498, Vasco da Gama reached India. In 1500, either by an accidental landfall or by the crown's secret design, Pedro Álvares Cabral discovered Brazil on the South American coast.

Over the following decades, Portuguese sailors continued to explore the coasts and islands of East Asia, establishing forts and factories as they went. By 1571, a string of naval outposts connected Lisbon to Nagasaki along the coasts of Africa, the Middle East, India and South Asia. This commercial network brought great wealth to Portugal.

When Philip II of Spain, I of Portugal, inherited the Portuguese crown in 1580, this began a 60-year union between Spain and Portugal that has since been given the historiographic term of the Iberian Union. Though the realms continued to be administered separately, the Council of Portugal ruled the country and its empire from Madrid. As the King of Spain was also King of Portugal, Portuguese colonies became the subject of attacks by three rival European powers hostile to Spain: the Dutch Republic, England, and France. With its smaller population, Portugal was unable to effectively defend its overstretched network of trading posts, and the empire began a long and gradual decline. Eventually, Brazil became the most valuable colony of the second era until, as part of the wave of independence movements that swept the Americas during the early 19th century, it broke away in 1822.

Portugal's colonial trade had a substantial positive impact on Portuguese economic growth (1500-1800), when it accounted for about a fifth of Portugal's per capita income.

The third era represents the final stage of Portuguese colonialism after the decolonization of the Americas of the 1820s. The colonial possessions had been reduced to the African coastline (expanded inland during the Scramble for Africa in the late 19th century), Portuguese Timor, and enclaves in India (Goa) and China (Macau). The disastrous 1890 British Ultimatum led to the contraction of Portuguese ambitions in Africa.

Under António Salazar, the Second Portuguese Republic made some ill-fated attempts to hold on to its last remaining colonies and overseas provinces after the 1961 Indian annexation of Goa, embarking on the Portuguese Colonial War in Africa which lasted until the final overthrow of the regime in the Carnation Revolution of 1974. Macau was returned to China in 1999.

Background (1139–1415)

The Conquest of Ceuta, in 1415, was led by Henry the Navigator, and initiated the Portuguese Empire.

The origin of the Kingdom of Portugal lay in the reconquista, the gradual reconquest of the Iberian peninsula from the Moors.[1] After establishing itself as a separate kingdom in 1139, Portugal completed its reconquest of Moorish territory by reaching Algarve in 1249, but its independence continued to be threatened by neighbouring Castile until the signing of the Treaty of Ayllón in 1411.[2]

Free from threats to its existence and unchallenged by the wars fought by other European states, Portuguese attention turned overseas and towards a military expedition to the Muslim lands of North Africa.[3] There were several probable motives for their first attack, on the Marinid Sultanate (in present-day Morocco). It offered the opportunity to continue the Christian crusade against Islam; to the military class, it promised glory on the battlefield and the spoils of war;[4] and finally, it was also a chance to expand Portuguese trade and to address Portugal's economic decline.[3]

In 1415 an attack was made on Ceuta, a strategically located North African Muslim enclave along the Mediterranean Sea, and one of the terminal ports of the trans-Saharan gold and slave trades. The conquest was a military success, and marked one of the first steps in Portuguese expansion beyond the Iberian Peninsula,[5] but it proved costly to defend against the Muslim forces that soon besieged it. The Portuguese were unable to use it as a base for further expansion into the hinterland,[6] and the trans-Saharan caravans merely shifted their routes to bypass Ceuta and/or used alternative Muslim ports.[7]

First era (1415–1663)

Although Ceuta proved to be a disappointment for the Portuguese, the decision was taken to hold it while exploring along the Atlantic African coast.[7] A key supporter of this policy was Infante Dom Henry the Navigator, who had been involved in the capture of Ceuta, and who took the lead role in promoting and financing Portuguese maritime exploration until his death in 1460.[8] At the time, Europeans did not know what lay beyond Cape Bojador on the African coast. Henry wished to know how far the Muslim territories in Africa extended, and whether it was possible to reach Asia by sea, both to reach the source of the lucrative spice trade and perhaps to join forces with the fabled Christian kingdom of Prester John that was rumoured to exist somewhere in the "Indies".[4][9] Under his sponsorship, soon the Atlantic islands of Madeira (1420) and Azores (1427) were reached and started to be settled producing wheat to export to Portugal.[10]

Initial African coastline excursions

Fears of what lay beyond Cape Bojador, and whether it was possible to return once it was passed, were assuaged in 1434 when it was rounded by one of Infante Henry's captains, Gil Eanes. Once this psychological barrier had been crossed, it became easier to probe further along the coast.[11] In 1443 Infante Dom Pedro, Henry's brother and by then regent of the Kingdom, granted him the monopoly of navigation, war and trade in the lands south of Cape Bojador. Later this monopoly would be enforced by the papal bulls Dum Diversas (1452) and Romanus Pontifex (1455), granting Portugal the trade monopoly for the newly discovered lands.[12] A major advance that accelerated this project was the introduction of the caravel in the mid-15th century, a ship that could be sailed closer to the wind than any other in operation in Europe at the time.[13] Using this new maritime technology, Portuguese navigators reached ever more southerly latitudes, advancing at an average rate of one degree a year.[14] Senegal and Cape Verde Peninsula were reached in 1445.[15]

 The first feitoria trade post overseas was established in 1445 on the island of Arguin, off the coast of Mauritania, to attract Muslim traders and monopolize the business in the routes travelled in North Africa. In 1446, Álvaro Fernandes pushed on almost as far as present-day Sierra Leone, and the Gulf of Guinea was reached in the 1460s.[16]

Expansion of sugarcane in Madeira started in 1455, using advisers from Sicily and (largely) Genoese capital to produce the "sweet salt" rare in Europe. Already cultivated in Algarve, the accessibility of Madeira attracted Genoese and Flemish traders keen to bypass Venetian monopolies. Slaves were used, and the proportion of imported slaves in Madeira reached 10% of the total population by the 16th century.[17] By 1480 Antwerp had some seventy ships engaged in the Madeira sugar trade, with the refining and distribution concentrated in Antwerp. By the 1490s Madeira had overtaken Cyprus as a producer of sugar.[18] The success of sugar merchants such as Bartolomeo Marchionni would propel the investment in future travels.[19]

In 1469, after prince Henry's death and as a result of meagre returns of the African explorations, King Afonso V granted the monopoly of trade in part of the Gulf of Guinea to merchant Fernão Gomes.[20] Gomes, who had to explore 100 miles (160 km) of the coast each year for five years, discovered the islands of the Gulf of Guinea, including São Tomé and Príncipe and found a thriving alluvial gold trade among the natives and visiting Arab and Berber traders at the port then named Mina (the mine), where he established a trading post.[21] Trade between Elmina and Portugal grew throughout a decade. In 1481, the recently crowned João II decided to build São Jorge da Mina in order to ensure the protection of this trade, which was held again as a royal monopoly. The Equator was crossed by navigators sponsored by Fernão Gomes in 1473 and the Congo River by Diogo Cão in 1482. It was during this expedition that the Portuguese first encountered the Kingdom of Kongo, with which it soon developed a rapport.[22] During his 1485–86 expedition, Cão continued to Cape Cross, in present-day Namibia, near the Tropic of Capricorn.[23]

In 1488, Bartolomeu Dias rounded the Cape of Good Hope on the southern tip of Africa, proving false the view that had existed since Ptolemy that the Indian Ocean was land-locked. Simultaneously Pêro da Covilhã, traveling secretly overland, had reached Ethiopia, suggesting that a sea route to the Indies would soon be forthcoming.[24]

As the Portuguese explored the coastlines of Africa, they left behind a series of padrões, stone crosses engraved with the Portuguese coat of arms marking their claims,[25] and built forts and trading posts. From these bases, they engaged profitably in the slave and gold trades. Portugal enjoyed a virtual monopoly on the African seaborne slave trade for over a century, importing around 800 slaves annually. Most were brought to the Portuguese capital Lisbon, where it is estimated black Africans came to constitute 10 per cent of the population.[26]

Treaty of Tordesillas (1494)

The 1494 Treaty of Tordesillas meridian divided the world between the crowns of Portugal and of Castile.

In 1492 Christopher Columbus's discovery for Spain of the New World, which he believed to be Asia, led to disputes between the Spanish and Portuguese.[27] These were eventually settled by the Treaty of Tordesillas in 1494, which divided the world outside of Europe in an exclusive duopoly between the Portuguese and the Spanish along a north-south meridian 370 leagues, or 970 miles (1,560 km), west of the Cape Verde islands.[28] However, as it was not possible at the time to correctly measure longitude, the exact boundary was disputed by the two countries until 1777.[29]

The completion of these negotiations with Spain is one of several reasons proposed by historians for why it took nine years for the Portuguese to follow up on Dias's voyage to the Cape of Good Hope, though it has also been speculated that other voyages were in fact taking place in secret during this time.[30][31] Whether or not this was the case, the long-standing Portuguese goal of finding a sea route to Asia was finally achieved in a ground-breaking voyage commanded by Vasco da Gama.[32]

Portuguese enter the Indian Ocean

The squadron of Vasco da Gama left Portugal in 1497, rounded the Cape and continued along the coast of East Africa, where a local pilot was brought on board who guided them across the Indian Ocean, reaching Calicut (the capital of the native kingdom ruled by Zamorins) in south-western India in May 1498.[33] The second voyage to India was dispatched in 1500 under Pedro Álvares Cabral. While following the same south-westerly route as Gama across the Atlantic Ocean, Cabral made landfall on the Brazilian coast. This was probably an accidental discovery, but it has been speculated that the Portuguese secretly knew of Brazil's existence and that it lay on their side of the Tordesillas line.[34] Cabral recommended to the Portuguese King that the land be settled, and two follow up voyages were sent in 1501 and 1503. The land was found to be abundant in pau-brasil, or brazilwood, from which it later inherited its name, but the failure to find gold or silver meant that for the time being Portuguese efforts were concentrated on India.[35] In 1502, to enforce its trade monopoly over a wide area of the Indian Ocean, the Portuguese Empire created the cartaz licensing system, granting merchant ships protection against pirates and rival states.[36]

Profiting from the rivalry between the ruler of Kochi and the Zamorin of Calicut, the Portuguese were well-received and seen as allies, as they obtained a permit to build the fort Immanuel (Fort Kochi) and a trading post that were the first European settlement in India. They established a trading center at Tangasseri, Quilon (Coulão, Kollam) city in (1503) in 1502, which became the centre of trade in pepper,[37] and after founding manufactories at Cochin (Cochim, Kochi) and Cannanore (Canonor, Kannur), built a factory at Quilon in 1503. In 1505 King Manuel I of Portugal appointed Francisco de Almeida first Viceroy of Portuguese India, establishing the Portuguese government in the east. That year the Portuguese also conquered Kannur, where they founded St. Angelo Fort, and Lourenço de Almeida arrived in Ceylon (modern Sri Lanka), where he discovered the source of cinnamon.[38] Although Cankili I of Jaffna initially resisted contact with them, the Jaffna kingdom came to the attention of Portuguese officials soon after for their resistance to missionary activities as well as logistical reasons due to its proximity with Trincomalee harbour among other reasons.[39] In the same year, Manuel I ordered Almeida to fortify the Portuguese fortresses in Kerala and within eastern Africa, as well as probe into the prospects of building forts in Sri Lanka and Malacca in response to growing hostilities with Muslims within those regions and threats from the Mamluk sultan.[40]

The Santa Catarina do Monte Sinai carrack exemplified the might and the force of the Portuguese Armada.

A Portuguese fleet under the command of Tristão da Cunha and Afonso de Albuquerque conquered Socotra at the entrance of the Red Sea in 1506 and Muscat in 1507. Having failed to conquer Ormuz, they instead followed a strategy intended to close off commerce to and from the Indian Ocean.[41] Madagascar was partly explored by Cunha, and Mauritius was discovered by Cunha whilst possibly being accompanied by Albuquerque.[42] After the capture of Socotra, Cunha and Albuquerque operated separately. While Cunha traveled India and Portugal for trading purposes, Albuquerque went to India to take over as governor after Almeida's three-year term ended. Almeida refused to turn over power and soon placed Albuquerque under house arrest, where he remained until 1509.[43]

Although requested by Manuel I to further explore interests in Malacca and Sri Lanka, Almeida instead focused on western India, in particular the Sultanate of Gujarat due to his suspicions of traders from the region possessing more power. The Mamlûk Sultanate sultan Al-Ashraf Qansuh al-Ghawri along with the Gujarati sultanate attacked Portuguese forces in the harbor of Chaul, resulting in the death of Almeida's son. In retaliation, the Portuguese fought and destroyed the Mamluks and Gujarati fleets in the sea Battle of Diu in 1509.[44]

Along with Almeida's initial attempts, Manuel I and his council in Lisbon had tried to distribute power in the Indian Ocean, creating three areas of jurisdiction: Albuquerque was sent to the Red Sea, Diogo Lopes de Sequeira to South-east Asia, seeking an agreement with the Sultan of Malacca, and Jorge de Aguiar followed by Duarte de Lemos were sent to the area between the Cape of Good Hope and Gujarat.[45] However, such posts were centralized by Afonso de Albuquerque after his succession and remained so in subsequent ruling.[46]

Trade with Maritime Asia, Africa and the Indian Ocean

In the 16th and 17th centuries, the Portuguese Empire of the East, or Estado da Índia ("State of India"), with its capital in Goa, included possessions (as subjected areas with a certain degree of autonomy) in all the Asian sub-continents, East Africa, and Pacific.
By the end of 1509, Albuquerque became viceroy of the Portuguese India. In contrast to Almeida, Albuquerque was more concerned with strengthening the navy,[47] as well as being more compliant with the interests of the kingdom.[48] His first objective was to conquer Goa, due to its strategic location as a defensive fort positioned between Kerala and Gujarat, as well as its prominence for Arabian horse imports.[44]

The initial capture of Goa from the Bijapur sultanate in 1510 was soon countered by the Bijapuris, but with the help of Hindu privateer Timoji, on November 25 of the same year it was recaptured.[49][50] In Goa, Albuquerque began the first Portuguese mint in India in 1510.[51] He encouraged Portuguese settlers to marry local women, built a church in honor of St. Catherine (as it was recaptured on her feast day), and attempted to build rapport with the Hindus by protecting their temples and reducing their tax requirements.[50] The Portuguese maintained friendly relations with the south Indian Emperors of the Vijayanagara Empire.[52]

In April 1511 Albuquerque sailed to Malacca in Malaysia,[53] the largest spice market of the period.[54] Though the trade was largely dominated by the Gujurati, other groups such as the Turks, Persians, Armenians, Tamils and Abyssinians traded there.[54] Albuquerque targeted Malacca to impede the Muslim and Venetian influence in the spice trade and increase that of Lisbon.[55] By July 1511, Albuquerque had captured Malacca and sent Antonio de Abreu and Francisco Serrão (along with Ferdinand Magellan) to explore the Indonesian archipelago.[56]

The Malacca peninsula became the strategic base for Portuguese trade expansion with China and Southeast Asia. A strong gate, called the A Famosa, was erected to defend the city and still remains.[57] Learning of Siamese ambitions over Malacca, Albuquerque immediately sent Duarte Fernandes on a diplomatic mission to the Kingdom of Siam (modern Thailand), where he was the first European to arrive, establishing amicable relations and trade between both kingdoms.[58][59]

The Portuguese empire pushed further south and proceeded to discover Timor in 1512. Jorge de Meneses discovered New Guinea in 1526, naming it the "Island of the Papua".[60] In 1517, João da Silveira commanded a fleet to Chittagong,[61] and by 1528, the Portuguese had established a settlement in Chittagong.[62] The Portuguese eventually based their center of operations along the Hugli River, where they encountered Muslims, Hindus, and Portuguese deserters known as Chatins.[63]

China and Japan

The Portuguese founded the city of Nagasaki, Japan
Jorge Alvares was the first European to reach China by sea, while the Romans were the first overland via Asia Minor.[64][65][66][67] He was also the first European to discover Hong Kong.[68][69] In 1514, Afonso de Albuquerque, the Viceroy of the Estado da India, dispatched Italian Rafael Perestrello to sail to China in order to pioneer European trade relations with the nation.[70][71]

In spite of initial harmony and excitement between the two cultures, difficulties began to arise shortly afterwards, including misunderstanding, bigotry, and even hostility.[72] The Portuguese explorer Simão de Andrade incited poor relations with China due to his pirate activities, raiding Chinese shipping, attacking a Chinese official, and kidnappings of Chinese. He based himself at Tamao island in a fort. The Chinese claimed that Simão kidnapped Chinese boys and girls to be molested and cannibalized.[73] The Chinese sent a squadron of junks against Portuguese caravels that succeeded in driving the Portuguese away and reclaiming Tamao. As a result, the Chinese posted an edict banning men with caucasian features from entering Canton, killing multiple Portuguese there, and driving the Portuguese back to sea.[74][75]

 After the Sultan of Bintan detained several Portuguese under Tomás Pires, the Chinese then executed 23 Portuguese and threw the rest into prison where they resided in squalid, sometimes fatal conditions. The Chinese then massacred Portuguese who resided at Ningbo and Fujian trading posts in 1545 and 1549, due to extensive and damaging raids by the Portuguese along the coast, which irritated the Chinese.[74] Portuguese pirating was second to Japanese pirating by this period. However, they soon began to shield Chinese junks and a cautious trade began. In 1557 the Chinese authorities allowed the Portuguese to settle in Macau, creating a warehouse in the trade of goods between China, Japan, Goa and Europe.[74][76]

Spice Islands (Moluccas) and Treaty of Zaragoza

Portugal was the first European nation to establish trade routes with Japan and China.
Portuguese operations in Asia did not go unnoticed, and in 1521 Magellan arrived in the region and claimed the Philippines for Spain. In 1525, Spain under Charles V sent an expedition to colonize the Moluccas islands, claiming they were in his zone of the Treaty of Tordesillas, since there was no set limit to the east. The expedition of García Jofre de Loaísa reached the Moluccas, docking at Tidore. With the Portuguese already established in nearby Ternate, conflict was inevitable, leading to nearly a decade of skirmishes. A resolution was reached with the Treaty of Zaragoza in 1529, attributing the Moluccas to Portugal and the Philippines to Spain.[77]

South Asia, Persian Gulf and Red Sea

The Portuguese empire expanded into the Persian Gulf, contesting control of the spice trade with the Ajuran Empire and the Ottoman Empire. In 1515, Afonso de Albuquerque conquered the Huwala state of Hormuz at the head of the Persian Gulf, establishing it as a vassal state. Aden, however, resisted Albuquerque's expedition in that same year and another attempt by Albuquerque's successor Lopo Soares de Albergaria in 1516. In 1521 a force led by António Correia captured Bahrain, defeating the Jabrid King, Muqrin ibn Zamil.[78] In a shifting series of alliances, the Portuguese dominated much of the southern Persian Gulf for the next hundred years. With the regular maritime route linking Lisbon to Goa since 1497, the island of Mozambique became a strategic port, and there was built Fort São Sebastião and a hospital. In the Azores, the Islands Armada protected the ships en route to Lisbon.[79]

In 1534, Gujarat faced attack from the Mughals and the Rajput states of Chitor and Mandu. The Sultan Bahadur Shah of Gujarat was forced to sign the Treaty of Bassein with the Portuguese, establishing an alliance to regain the country, giving in exchange Daman, Diu, Mumbai and Bassein. It also regulated the trade of Gujarati ships departing to the Red Sea and passing through Bassein to pay duties and allow the horse trade.[80] After Mughal ruler Humayun had success against Bahadur, the latter signed another treaty with the Portuguese to confirm the provisions and allowed the fort to be built in Diu. Shortly afterward, Humayun turned his attention elsewhere, and the Gujarats allied with the Ottomans to regain control of Diu and lay siege to the fort. The two failed sieges of 1538 and 1546 put an end to Ottoman ambitions, confirming the Portuguese hegemony in the region,[80][81] as well as gaining superiority over the Mughals.[82] However, the Ottomans fought off attacks from the Portuguese in the Red Sea and in the Sinai Peninsula in 1541, and in the northern region of the Persian Gulf in 1546 and 1552. Each entity ultimately had to respect the sphere of influence of the other, albeit unofficially.[83][84]

Sub-Saharan Africa

After a series of prolonged contacts with Ethiopia, the Portuguese embassy made contact with the Ethiopian (Abyssinian) Kingdom led by Rodrigo de Lima in 1520.[85][86] This coincided with the Portuguese search for Prester John, as they soon associated the kingdom as his land.[87] The fear of Turkish advances within the Portuguese and Ethiopian sectors also played a role in their alliance.[85][88] The Adal Sultanate defeated the Ethiopians in the battle of Shimbra Kure in 1529, and Islam spread further in the region. Portugal responded by aiding king Gelawdewos with Portuguese soldiers and muskets. Though the Ottomans responded with support of soldiers and muskets to the Adal Sultanate, after the death of the Adali sultan Ahmad ibn Ibrahim al-Ghazi in the battle of Wayna Daga in 1543, the joint Adal-Ottoman force retreated.[89][90][91]

The Portuguese also made direct contact with the Kongolose vassal state Ndongo and its ruler Ngola Kiljuane in 1520, after the latter requested missionaries.[92] Kongolese king Afonso I interfered with the process with denunciations, and later sent a Kongo mission to Ndongo after the latter had arrested the Portuguese mission that came.[92] The growing official and unofficial slave trading with Ndongo strained relations between Kongo and the Portuguese, and even had Portuguese ambassadors from Sao Tome support Ndongo against the Kingdom of Kongo.[93][94] However, when the Jaga attacked and conquered regions of Kongo in 1568, Portuguese assisted Kongo in their defeat.[95] In response, the Kongo allowed the colonization of Luanda Island; Luanda was established by Paulo Dias de Novais in 1576 and soon became a slave port.[95][96] De Novais' subsequent alliance with Ndongo angered Luso-Africans who resented the influence from the Crown.[97] In 1579, Ndongo ruler Ngola Kiluanje kia Ndamdi massacred Portuguese and Kongolese residents in the Ndongo capital Kabasa under the influence of Portuguese renegades. Both the Portuguese and Kongo fought against Ndongo, and off-and-on warfare between the Ndongo and Portugal would persist for decades.[98]

Missionary expeditions

St. Francis Xavier requesting John III of Portugal for a missionary expedition in Asia.
In 1542, Jesuit missionary Francis Xavier arrived in Goa at the service of King John III of Portugal, in charge of an Apostolic Nunciature. At the same time Francisco Zeimoto and other traders arrived in Japan for the first time. According to Fernão Mendes Pinto, who claimed to be in this journey, they arrived at Tanegashima, where the locals were impressed by firearms, that would be immediately made by the Japanese on a large scale.[99] By 1570 the Portuguese bought part of a Japanese port where they founded a small part of the city of Nagasaki,[100] and it became the major trading port in Japan in the triangular trade with China and Europe.[101]

The Portuguese were defeated in their attempt to capture cities and sultanates, on the Somali coast such as Sultanate of Mogadishu, Merca, and Barawa by the Somalis of the Ajuran Empire.[102] Guarding its trade from both European and Asian competitors, Portugal dominated not only the trade between Asia and Europe, but also much of the trade between different regions of Asia and Africa, such as India, Indonesia, China, and Japan. Jesuit missionaries, followed the Portuguese to spread Roman Catholicism to Asia and Africa with mixed success.[103]

Colonization efforts in the Americas

Canada

Based on the Treaty of Tordesillas, the Portuguese Crown, under the kings Manuel I, John III and Sebastian, also claimed territorial rights in North America (reached by John Cabot in 1497 and 1498). To that end, in 1499 and 1500, João Fernandes Lavrador explored Greenland and the north Atlantic coast of Canada, which accounts for the appearance of "Labrador" on topographical maps of the period.[104] Subsequently, in 1500–1501 and 1502, the brothers Gaspar and Miguel Corte-Real explored what is today the Canadian province of Newfoundland and Labrador, and Greenland, claiming these lands for Portugal. In 1506, King Manuel I created taxes for the cod fisheries in Newfoundland waters.[105] Around 1521, João Álvares Fagundes was granted donatary rights to the inner islands of the Gulf of St. Lawrence and also created a settlement on Cape Breton Island to serve as a base for cod fishing. Pressure from natives and competing European fisheries prevented a permanent establishment and was abandoned five years later. Several attempts to establish settlements in Newfoundland over the next half-century also failed.[106]

Brazil

Within a few years after Cabral arrived from Brazil, competition came along from France. In 1503 an expedition under the command of Gonçalo Coelho reported French raids on the Brazilian coasts,[107] and explorer Binot Paulmier de Gonneville traded for brazilwood after making contact in southern Brazil a year later.[108] Expeditions sponsored by Francis I along the North American coast directly violated of the Treaty of Tordesilhas.[109] By 1531 the French had stationed a trading post off of an island on the Brazilian coast.[109]

The increase in brazilwood smuggling from the French led João III to press an effort to establish effective occupation of the territory.[110] In 1531, a royal expedition led by Martim Afonso de Sousa and his brother Pero Lopes went to patrol the whole Brazilian coast, banish the French, and create some of the first colonial towns—among them São Vicente, in 1532.[111] Sousa returned to Lisbon a year later to become governor of India and never returned to Brazil.[112][113] The French attacks did cease to an extent after retaliation led to the Portuguese paying the French to stop attacking Portuguese ships throughout the Atlantic,[109] but the attacks would continue to be a problem well into the 1560s.[114]

 Upon de Sousa's arrival and success, fifteen latitudinal tracts, theoretically to span from the coast to the Tordesillas limit, were decreed by João III on 28 September 1532.[112][115] The plot of the lands formed as a hereditary captaincies (Capitanias Hereditárias) to grantees rich enough to support settlement, as had been done successfully in Madeira and Cape Verde islands.[116] Each captain-major was to build settlements, grant allotments and administer justice, being responsible for developing and taking the costs of colonization, although not being the owner: he could transmit it to offspring, but not sell it. Twelve recipients came from Portuguese gentry who become prominent in Africa and India and senior officials of the court, such as João de Barros.[117]

Of the fifteen original captaincies, only two, Pernambuco and São Vicente, prospered.[118] Both were dedicated to the crop of sugar cane, and the settlers managed to maintain alliances with Native Americans. The rise of the sugar industry came about because the Crown took the easiest sources of profit (brazilwood, spices, etc.), leaving settlers to come up with new revenue sources.[119] The establishment of the sugar cane industry demanded intensive labor that would be met with Native American and, later, African slaves.[120] Deeming the capitanias system ineffective, João III decided to centralize the government of the colony in order to "give help and assistance" to grantees. In 1548 he created the first General Government, sending in Tomé de Sousa as first governor and selecting a capital at the Bay of All Saints, making it at the Captaincy of Bahia.[121][122]

Tomé de Sousa built the capital of Brazil, Salvador, at the Bay of All Saints in 1549.[123] Among de Sousa's 1000 man expedition were soldiers, workers, and six Jesuits led by Manuel da Nóbrega.[124] The Jesuits would have an essential role in the colonization of Brazil, including São Vicente, and São Paulo, the latter which Nóbrega co-founded.[125] Along with the Jesuit missions later came disease among the natives, among them plague and smallpox.[126] Subsequently, the French would resettle in Portuguese territory at Guanabara Bay, which would be called France Antarctique.[127] While a Portuguese ambassador was sent to Paris to report the French intrusion, Joao III appointed Mem de Sá as new Brazilian governor general, and Sá left for Brazil in 1557.[127] By 1560, Sá and his forces had expelled the combined Huguenot, Scottish Calvinist, and slave forces from France Antarctique, but left survivors after burning their fortifications and villages. These survivors would settle Gloria Bay, Flamengo Beach, and Parapapuã with the assistance of the Tamoio natives.[128]

The Tamoio had been allied with the French since the settlement of France Antarctique, and despite the French loss in 1560, the Tamoio were still a threat.[129] They launched two attacks in 1561 and 1564 (the latter event was assisting the French), and were nearly successful with each.[130][131] By this time period, Manuel de Nóbrega, along with fellow Jesuit José de Anchieta, took part as members of attacks on the Tamoios and as spies for their resources.[129][130] From 1565 through 1567 Mem de Sá and his forces eventually destroyed France Antarctique at Guanabara Bay. He and his nephew, Estácio de Sá, then established the city of Rio de Janeiro in 1567, after Mem de Sá proclaimed the area "São Sebastião do Rio de Janeiro" in 1565.[132] By 1575, the Tamoios had been subdued and essentially were extinct,[129] and by 1580 the government became more of a ouvidor general rather than the ouvidores.[133]

Iberian Union, Protestant rivalry, and colonial stasis (1580–1663)

The Luso-Hispanic (or Iberian) Empire in 1598, during the reign of Philip I and II, King of Portugal and Spain.

In 1580, King Philip II of Spain invaded Portugal after a crisis of succession brought about by King Sebastian of Portugal's death during a disastrous Portuguese attack on Alcácer Quibir in Morocco in 1578. At the Cortes of Tomar in 1581, Philip was crowned Philip I of Portugal, uniting the two crowns and overseas empires under Spanish Habsburg rule in a dynastic Iberian Union.[134] At Tomar, Philip promised to keep the empires legally distinct, leaving the administration of the Portuguese Empire to Portuguese nationals, with a Viceroy of Portugal in Lisbon seeing to his interests.[135] Philip even had the capital moved to Lisbon for a two-year period (1581–83) due to it being the most important city in the Iberian peninsula.[136] All the Portuguese colonies accepted the new state of affairs except for the Azores, which held out for António, a Portuguese rival claimant to the throne who had garnered the support of Catherine de Medici of France in exchange for the promise to cede Brazil. Spanish forces eventually captured the islands in 1583.[137]

The Tordesillas boundary between Spanish and Portuguese control in South America was then increasingly ignored by the Portuguese, who pressed beyond it into the heart of Brazil,[135] allowing them to expand the territory to the west. Exploratory missions were carried out both ordered by the government, the "entradas" (entries), and by private initiative, the "bandeiras" (flags), by the "bandeirantes".[138] These expeditions lasted for years venturing into unmapped regions, initially to capture natives and force them into slavery, and later focusing on finding gold, silver and diamond mines.[139]


The Recovery of São Salvador da Bahia de Todos os Santos, by Philip III of Portugal, from the Dutch Republic.

However, the union meant that Spain dragged Portugal into its conflicts with England, France and the Dutch Republic, countries which were beginning to establish their own overseas empires.[140] The primary threat came from the Dutch, who had been engaged in a struggle for independence against Spain since 1568. In 1581 the Seven Provinces gained independence from the Habsburg rule, leading Philip II to prohibit commerce with Dutch ships, including in Brazil where Dutch had invested large sums in financing sugar production.[141]

Spanish imperial trade networks now were opened to Portuguese merchants, which was particularly lucrative for Portuguese slave traders who could now sell slaves in Spanish America at a higher price than could be fetched in Brazil.[142] In addition to this newly acquired access to the Spanish asientos, the Portuguese were able to solve their bullion shortage issues with access to the production of the silver mining in Peru and Mexico.[143] Manila was also incorporated into the Macau-Nagasaki trading network which allowed Macanese of Portuguese descent to act as trading agents for Philippine Spaniards, use Spanish silver from the Americas in trade with China, and later drew competition with the Dutch East India Company.[144]

In 1592, during the war with Spain, an English fleet captured a large Portuguese carrack off the Azores, the Madre de Deus, which was loaded with 900 tons of merchandise from India and China estimated at half a million pounds (nearly half the size of English Treasury at the time).[145] This foretaste of the riches of the East galvanized English interest in the region.[146] That same year, Cornelis de Houtman was sent by Dutch merchants to Lisbon, to gather as much information as he could about the Spice Islands.[144][147]

The Dutch eventually realized the importance of Goa in breaking up the Portuguese empire in Asia. In 1583, merchant and explorer Jan Huyghen van Linschoten (1563 – 8 February 1611), formerly the Dutch secretary of the Archbishop of Goa, had acquired information while serving in that position that contained the location of secret Portuguese trade routes throughout Asia, including those to the East Indies and Japan. It was published in 1595; the text was then included in the larger volume published in 1596 under the title "Itinerario: voyage, ofte schipvaert van Jan Huygen van Linschoten naer Oost ofte Portugaels Indien, 1579–1592, Volume 2, Issue 2, by Jan Huygen van Linschoten, Linschoten-Vereeniging (Hague, Netherlands)". Dutch and English interests used this new information, leading to their commercial expansion, including the foundation of the English East India Company in 1600, and the Dutch East India Company in 1602. These developments allowed the entry of chartered companies into the East Indies.[148][149] 

The Portuguese victory at the Second Battle of Guararapes, ended Dutch presence in Pernambuco.

The Dutch took their fight overseas attacking Spanish and Portuguese colonies, beginning the Dutch Portuguese War which would last for over sixty years (1602–1663), while other European nations such as Protestant England, also assisted the Dutch Empire in the war. The Dutch attained victories in Asia and Africa with assistance of various indigenous allies, eventually wrenching control of Malacca, Ceylon, and São Jorge da Mina. The Dutch also had regional control of Brazil and Luanda, but the Portuguese regained these territories.[150]

Meanwhile, in the Arabian Peninsula, the Portuguese also lost control of Ormuz by a joint alliance of the Safavids and the English in 1622, and the Omani would capture Muscat in 1650.[151] They would continue to use Muscat as a base for repetitive incursions within the Indian Ocean, including capturing Fort Jesus in 1698.[152] In Ethiopia and Japan in the 1630s, the ousting of missionaries by local leaders severed influence in the respective regions.

Second era (1663–1825)

Further information: History of Portugal (1640–1777) and History of Portugal (1777–1834)
The loss of colonies was one of the reasons that contributed to the end of the personal union with Spain. In 1640 John IV was proclaimed King of Portugal and the Portuguese Restoration War began. In 1661 the Portuguese offered Bombay and Tangier to England as part of a dowry, and over the next hundred years the English gradually became the dominant trader in India, gradually excluding the trade of other powers. In 1668 Spain recognized the end of the Iberian Union and in exchange Portugal ceded Ceuta to the Spanish crown.[153]

After the Portuguese were defeated by the Indian rulers Chimnaji Appa of the Maratha Empire[154][155] and by Shivappa Nayaka of the Keladi Nayaka Kingdom[156] and at the end of confrontations with the Dutch, Portugal was only able to cling onto Goa and several minor bases in India, and managed to regain territories in Brazil and Africa, but lost forever to prominence in Asia as trade was diverted through increasing numbers of English, Dutch and French trading posts. Thus, throughout the century, Brazil gained increasing importance to the empire, which exported Brazilwood and sugar.[139]

Minas Gerais and the Gold Industry

In 1693, one of the major locations in Brazil became Minas Gerais, where gold was discovered. Major discoveries of gold and, later, diamonds in Minas Gerais, Mato Grosso and Goiás led to a "gold rush", with a large influx of migrants.[157] The village became the new economic center of the empire, with rapid settlement and some conflicts. This gold cycle led to the creation of an internal market and attracted a large number of immigrants. By 1739, at the apex of the mining boom, the population of Minas Gerais was somewhere between 200,000 and 250,000.[158]

The Portuguese Cortes sought the disbandment of the United Kingdom.

The gold rush considerably increased the revenue of the Portuguese crown, who charged a fifth of all the ore mined, or the "fifth". Diversion and smuggling were frequent, along with altercations between Paulistas (residents of São Paulo) and Emboabas (immigrants from Portugal and other regions in Brazil), so a whole set of bureaucratic controls began in 1710 with the captaincy of São Paulo and Minas Gerais. By 1718, São Paulo and Minas Gerais became two captaincies, with eight vilas created in the latter.[159][160] The crown also restricted the diamond mining within its jurisdiction and to private contractors.[160] In spite of gold galvanizing global trade, the plantation industry became the leading export for Brazil during this period; sugar constituted at 50% of the exports (with gold at 46%) in 1760.[158]

Africans and Afro-Brazilians became the largest group of people in Minas Gerais. Slaves labeled as 'Minas' and 'Angolas' rose in high demand during the boom. The Akan within the 'Minas' group had a reputation to have been experts in extrapolating gold in their native regions, and became the preferred group. In spite of the high death rate associated with the slaves involved in the mining industry, the owners that allowed slaves that extracted above the minimum amount of gold to keep the excesses, which in turn led to the possibility of manumission. Those that became free partook in artisan jobs such as cobblers, tailors, and blacksmiths. In spite of free blacks and mulattoes playing a large role in Minas Gerais, the number of them that received marginalization was greater there than in any other region in Brazil.[161]

Gold discovered in Mato Grosso and Goiás sparked an interest to solidify the western borders of the colony. In the 1730s contact with Spanish outposts occurred more frequently, and the Spanish threatened to launch a military expedition in order to remove them. This failed to happen and by the 1750s the Portuguese were able to implant a political stronghold in the region.[162]

In 1755 Lisbon suffered a catastrophic earthquake, which together with a subsequent tsunami killed between 40,000–60,000 people out of a population of 275,000.[163] This sharply checked Portuguese colonial ambitions in the late 18th century.[164]

According to economic historians, Portugal's colonial trade had a substantial positive impact on Portuguese economic growth, 1500-1800. Leonor Costa et al conclude:

intercontinental trade had a substantial and increasingly positive impact on economic growth. In the heyday of colonial expansion, eliminating the economic links to empire would have reduced Portugal’s per capita income by roughly a fifth. While the empire helped the domestic economy it was not sufficient to annul the tendency towards decline in relation to Europe’s advanced core which set in from the 17th century onwards.[165]

Pombaline and post-Pombaline Brazil

Unlike Spain, Portugal did not divide its colonial territory in America. The captaincies created there functioned under a centralized administration in Salvador which reported directly to the Crown in Lisbon. The 18th century was marked by increasing centralization of royal power throughout the Portuguese empire. The Jesuits, who protected the natives against slavery, were brutally suppressed by the Marquis of Pombal that lead to the dissolution of the order in the region by 1759.[166] Pombal wished to improve the status of the natives by declaring them free and increase the mestizo population by encouraging intermarriage between them and the white population. Indigenous freedom decreased in contrast to its period under the Jesuits, and the response to intermarriage was lukewarm at best.[167] The crown's revenue from gold declined and plantation revenue increased by the time of Pombal, and he made provisions to improve each. Although he failed to spike the gold revenue, two short-term companies he established for the plantation economy saw the increase in production of cotton, rice, cacao, tobacco, sugar. Cotton, cacao, and rice saw a significant rise in importance in the second half of the 18th century. Slave labor increased as well as involvement from the textile economy. The economic development as a whole was inspired by elements of the Enlightenment in mainland Europe.[168] However, the diminished influence from states such as the United Kingdom increased the Kingdom's dependence upon Brazil.[169]

Encouraged by the example of the United States of America, which had won its independence from Britain, the attempt centred in the colonial province of Minas Gerais took place in 1789 to achieve the same objective. However, the Inconfidência Mineira failed, the leaders arrested and, of the participants of the insurrections the one of lowest social position, Tiradentes, was hanged.[170] Among the conspiracies led by the Afro- population was the Bahian revolt in 1798, led primarily by Joao de Deus do Nascimento. Inspired by the French Revolution, leaders proposed a society without slavery, food prices would be lowered, and trade restriction abolished. Impoverished social conditions and a high cost of living were among reasons of the revolt. Authorities diffused the plot before major action began; they executed four of the conspirators and exiled several others were exiled to the Atlantic Coast of Africa.[171] Several more smaller-scale slave rebellions and revolts would occur from 1801 and 1816 and fears within Brazil were that it would become a "second Haiti".[172]

In spite of the conspiracies, the rule of Portugal in Brazil was not under serious threat. Historian A.R. Disney states that the colonists did not until the transferring of the Kingdom in 1808 assert influence of policy changing due to direct contact,[173] and historian Gabriel Paquette mentions that the threats in Brazil were largely unrealized in Portugal until 1808 because of effective policing and espionage.[174] More revolts would occur after the arrival of the court.[175]

Brazilian Independence

Further information: Independence of Brazil; Transfer of the Portuguese Court to Brazil; and United Kingdom of Portugal, Brazil and the Algarves

Brazilian Independence crippled the Portuguese Empire, both economically and politically, for a long time.

In 1808, Napoleon Bonaparte invaded Portugal, and Dom João, Prince Regent in place of his mother, Dona Maria I, ordered the transfer of the royal court to Brazil. In 1815 Brazil was elevated to the status of Kingdom, the Portuguese state officially becoming the United Kingdom of Portugal, Brazil and the Algarves (Reino Unido de Portugal, Brasil e Algarves), and the capital was transferred from Lisbon to Rio de Janeiro, the only instance of a European country being ruled from one of its colonies. There was also the election of Brazilian representatives to the Cortes Constitucionais Portuguesas (Portuguese Constitutional Courts), the Parliament that assembled in Lisbon in the wake of the Liberal Revolution of 1820.[176]

Although the royal family returned to Portugal in 1821, the interlude led to a growing desire for independence amongst Brazilians. In 1822, the son of Dom João VI, then prince-regent Dom Pedro I, proclaimed the independence of Brazil on September 7, 1822, and was crowned Emperor of the new Empire of Brazil. Unlike the Spanish colonies of South America, Brazil's independence was achieved without significant bloodshed.[177][178]

Third era (1822–1999)

At the height of European colonialism in the 19th century, Portugal had lost its territory in South America and all but a few bases in Asia. During this phase, Portuguese colonialism focused on expanding its outposts in Africa into nation-sized territories to compete with other European powers there. Portugal pressed into the hinterland of Angola and Mozambique, and explorers Serpa Pinto, Hermenegildo Capelo and Roberto Ivens were among the first Europeans to cross Africa west to east.[179][180]

British Ultimatum and end of Portuguese monarchy (1890–1910)

In the 19th century, Portugal launched campaigns to solidify Portuguese Africa.
The project to connect the two colonies, the Pink Map, was the main objective of Portuguese policy in the 1880s.[181] However, the idea was unacceptable to the British, who had their own aspirations of contiguous British territory running from Cairo to Cape Town. The British Ultimatum of 1890 was imposed upon King Carlos I of Portugal and the Pink Map came to an end.[181]

The King's reaction to the ultimatum was exploited by republicans.[181] In 1908 King Carlos and Prince Luís Filipe were murdered in Lisbon. Luís Filipe's brother, Manuel, became King Manuel II of Portugal. Two years later he was overthrown and Portugal became a republic.[182]

World War I

In 1914, the German Empire formulated plans to usurp Angola from Portuguese control.[183] Skirmishes between Portuguese and German soldiers ensued, resulting in reinforcements being sent from the mainland.[184] The main objective of these soldiers was to recapture the Kionga Triangle, the territory having been subjugated by Germany. In 1916, after Portugal interned German ships in Lisbon, Germany declared war on Portugal. Portugal followed suit, thus entering World War I.[185] Early in the war, Portugal was involved mainly in supplying the Allies positioned in France. In 1916, there was only one attack on the Portuguese territory, in Madeira.[186] In 1917, one of the actions taken by Portugal was to assist England in its timber industry, imperative to the war effort. Along with the Canadian Forestry Corps, Portuguese personnel established logging infrastructure in an area now referred to as the "Portuguese Fireplace".[187] Throughout the year, Portugal dispatched contingents of troops to the Allied front in France. Midway in the year, Portugal suffered its first World War I casualty. Meanwhile, in Portuguese Africa, Portugal and the British fought numerous battles against the Germans in both Mozambique and Angola. Later in the year, U-boats entered Portuguese waters again and, once more, attacked Madeira, and sunk multiple Portuguese ships. Through the beginning of 1918, Portugal continued to fight along the Allied front against Germany, including participation in the infamous Battle of La Lys.[188] As autumn approached, Germany found success in both Portuguese Africa, and against Portuguese vessels, sinking multiple ships. After nearly three years of fighting (from a Portuguese perspective), World War I ended, with an armistice being signed by Germany. At the Versailles Conference, Portugal regained control of all its lost territory, but did not retain possession (by the principle of uti possidetis) of territories gained during the war, except for Kionga, a port city in modern-day Tanzania.[189]

Portuguese territories in Africa eventually included the modern nations of Cape Verde, São Tomé and Príncipe, Guinea-Bissau, Angola, and Mozambique.[190]

Turmoil and decolonization (1951–1999)[edit]

In the 20th century, Portugal no longer called itself an empire, but a pluricontinental nation with overseas provinces.

In the wake of World War II, decolonization movements began to gain momentum in the empires of the European powers. The ensuing Cold War also created instabilities among Portuguese overseas populations, as the United States and Soviet Union vied to increase their spheres of influence. Following the granting of independence to India by Britain in 1947, and the decision by France to allow its enclaves in India to be incorporated into the newly independent nation, pressure was placed on Portugal to do the same.[191] This was resisted by António de Oliveira Salazar, who had taken power in 1933. Salazar rebuffed a request in 1950 by Indian Prime Minister Jawaharlal Nehru to return the enclaves, viewing them as integral parts of Portugal.[192] The following year, the Portuguese constitution was amended to change the status of the colonies to overseas provinces. In 1954, a local uprising resulted in the overthrow of the Portuguese authorities in the Indian enclave of Dadra and Nagar Haveli. The existence of the remaining Portuguese colonies in India became increasingly untenable and Nehru enjoyed the support of almost all the Indian domestic political parties as well as the Soviet Union and its allies. In 1961, shortly after an uprising against the Portuguese in Angola, Nehru ordered the Indian Army into Goa, Daman and Diu, which were quickly captured and formally annexed the following year. Salazar refused to recognize the transfer of sovereignty, believing the territories to be merely occupied. The Province of Goa continued to be represented in the Portuguese National Assembly until 1974.[193]

António de Oliveira Salazar sought the preservation of a pluricontinental Portugal.
The outbreak of violence in February 1961 in Angola was the beginning of the end of Portugal's empire in Africa. Portuguese army officers in Angola held the view that it would be incapable of dealing militarily with an outbreak of guerilla warfare and therefore that negotiations should begin with the independence movements. However, Salazar publicly stated his determination to keep the empire intact, and by the end of the year, 50,000 troops had been stationed there. The same year, the tiny Portuguese fort of São João Baptista de Ajudá in Ouidah, a remnant of the West African slave trade, was annexed by the new government of Dahomey (now Benin) that had gained its independence from France. Unrest spread from Angola to Guinea, which rebelled in 1963, and Mozambique in 1964.[193]

The rise of Soviet influence among the Movimento das Forças Armadas's military (MFA) and working class, and the cost and unpopularity of the Portuguese Colonial War (1961–1974), in which Portugal resisted to the emerging nationalist guerrilla movements in some of its African territories, eventually led to the collapse of the Estado Novo regime in 1974. Known as the "Carnation Revolution", one of the first acts of the MFA-led government which then came into power – the National Salvation Junta (Junta de Salvação Nacional) – was to end the wars and negotiate Portuguese withdrawal from its African colonies. These events prompted a mass exodus of Portuguese citizens from Portugal's African territories (mostly from Angola and Mozambique), creating over a million Portuguese refugees – the retornados.[194] Portugal's new ruling authorities also recognized Goa and other Portuguese India's territories invaded by India's military forces, as Indian territories. Benin's claims over São João Baptista de Ajudá were accepted by Portugal in 1974.[195]

Civil wars in Angola and Mozambique promptly broke out, with incoming communist governments formed by the former rebels (and backed by the Soviet Union, Cuba, and other communist countries) fighting against insurgent groups supported by nations like Zaire, South Africa, and the United States.[196]

East Timor also declared independence in 1975 by making an exodus of many Portuguese refugees to Portugal, which was also known as retornados. However, East Timor was almost immediately invaded by neighbouring Indonesia, which later occupied up until 1999. A United Nations-sponsored referendum of that year resulted in a majority of East Timorese choosing independence, which was finally achieved in 2002.[197]

In March 1987, Portugal signed the Sino-Portuguese Joint Declaration with the People's Republic of China to establish the process and conditions for the transfer of sovereignty of Macau, its last remaining colony. While this process was similar to the agreement between the United Kingdom and China two years earlier regarding Hong Kong, the Portuguese transfer to China was met with less resistance than that of Britain and Hong Kong, as Portugal had already recognized Macau as Chinese territory under Portuguese administration in 1979.[198] Under the transfer agreement, Macau is to be governed under a one country, two systems policy, in which it will retain a high degree of autonomy and maintain its capitalist way of life for at least 50 years after the handover in 2049. The handover on 20 December 1999 officially marked the end of the Portuguese Empire and end of colonialism in Asia.[199]

Legacy

Member states and associate observer states of the Community of Portuguese Language Countries (CPLP).

The Se Cathedral in Goa, India, an example of Portuguese architecture and one of the largest churches in Asia.
Presently, the Community of Portuguese Language Countries (CPLP) serves as the cultural and intergovernmental successor of the Empire.[200]

Macau was returned to China on December 20, 1999, under the terms of an agreement negotiated between People's Republic of China and Portugal twelve years earlier. Nevertheless, the Portuguese language remains co-official with Cantonese Chinese in Macau.[201]

Currently, the Azores, Madeira, and Savage Islands are the only overseas territories that remain politically linked to Portugal. Although Portugal began the process of decolonizing East Timor in 1975, Macau during 1999–2002 was sometimes considered Portugal's last remaining colony, as the Indonesian invasion of East Timor was not justified by Portugal.[202]

Eight of the former colonies of Portugal have Portuguese as their official language. Together with Portugal, they are now members of the Community of Portuguese Language Countries, which when combined total 10,742,000 km², or 7.2% of the Earth's landmass (148 939 063 km²).[203] There are six associate observers of the CPLP: Georgia, Japan, Mauritius, Namibia, Senegal, and Turkey. Moreover, twelve candidate countries or regions have applied for membership to the CPLP and are awaiting approval.[204]

Portuguese remains an official language in Macau after the handover to China.

Today, Portuguese is one of the world's major languages, ranked sixth overall with approximately 240 million speakers around the globe.[205] It is the third most spoken language in the Americas, mainly due to Brazil, although there are also significant communities of lusophones in nations such as Canada, the USA and Venezuela. In addition, there are numerous Portuguese-based creole languages, including the one utilized by the Kristang people in Malacca.[206]

For instance, as Portuguese merchants were presumably the first to introduce the sweet orange in Europe, in several modern Indo-European languages the fruit has been named after them. Some examples are Albanian portokall, Bulgarian портокал (portokal), Greek πορτοκάλι (portokali), Macedonian portokal, Persian پرتقال (porteghal), and Romanian portocală.[207][208] Related names can be found in other languages, such as Arabic البرتقال (bourtouqal), Georgian ფორთოხალი (p'ort'oxali), Turkish portakal and Amharic birtukan.[207] Also, in southern Italian dialects (e.g., Neapolitan), an orange is portogallo or purtuallo, literally "(the) Portuguese (one)", in contrast to standard Italian arancia.

In light of its international importance, Portugal and Brazil are leading a movement to include Portuguese as one of the official languages of the United Nation.


Source : Wikipedia

East India Company

East India Company

East India Company (EIC)

The East India Company (EIC), also known as the Honourable East India Company (HEIC) or the British East India Company and informally as John Company,[1] was an English and later British joint-stock company,[2] which was formed to pursue trade with the East Indies but ended up trading mainly with the Indian subcontinent and Qing China.

Originally chartered as the "Governor and Company of Merchants of London trading into the East Indies", the company rose to account for half of the world's trade, particularly in basic commodities including cotton, silk, indigo dye, salt, saltpetre, tea and opium. The company also ruled the beginnings of the British Empire in India.[3]

The company received a Royal Charter from Queen Elizabeth I on 31 December 1600,[4] making it the oldest among several similarly formed European East India Companies. Wealthy merchants and aristocrats owned the Company's shares.[5] Initially the government owned no shares and had only indirect control.

The company eventually came to rule large areas of India with its own private armies, exercising military power and assuming administrative functions.[6] Company rule in India effectively began in 1757 after the Battle of Plassey and lasted until 1858 when, following the Indian Rebellion of 1857, the Government of India Act 1858 led to the British Crown assuming direct control of India in the form of the new British Raj.

Despite frequent government intervention, the company had recurring problems with its finances. It was dissolved in 1874 as a result of the East India Stock Dividend Redemption Act passed one year earlier, as the Government of India Act had by then rendered it vestigial, powerless, and obsolete. The official government machinery of British India had assumed its governmental functions and absorbed its armies.

Founding

James Lancaster commanded the first East India Company voyage in 1601.

Soon after the defeat of the Spanish Armada in 1588, London merchants presented a petition to Queen Elizabeth I for permission to sail to the Indian Ocean.[7] Permission was granted, and despite the defeat of the English Armada in 1589, on 10 April 1591 three ships sailed from Torbay around the Cape of Good Hope to the Arabian Sea on one of the earliest English overseas Indian expeditions. One of them, Edward Bonventure, then sailed around Cape Comorin to the Malay Peninsula and returned to England in 1594.[7]

In 1596, three more ships sailed east; however, these were all lost at sea.[7] Three years later, on 22 September 1599,[8] another group of merchants met and stated their intention "to venture in the pretended voyage to the East Indies (the which it may please the Lord to prosper), and the sums that they will adventure", committing £30,133.[9] Two days later, on 24 September, "the Adventurers" reconvened and resolved to apply to the Queen for support of the project.[9]

Although their first attempt had not been completely successful, they nonetheless sought the Queen's unofficial approval to continue, bought ships for their venture and increased their capital to £68,373. The Adventurers convened again a year later.[7]

This time they succeeded, and on 31 December 1600, the Queen granted a Royal Charter to "George, Earl of Cumberland, and 215 Knights, Aldermen, and Burgesses" under the name, Governor and Company of Merchants of London trading with the East Indies.[10] For a period of fifteen years the charter awarded the newly formed company a monopoly on trade with all countries east of the Cape of Good Hope and west of the Straits of Magellan.[10] Anybody who traded in breach of the charter without a licence from the Company was liable to forfeiture of their ships and cargo (half of which went to the Crown and the other half to the Company), as well as imprisonment at the "royal pleasure".[11]

The governance of the company was in the hands of one governor and 24 directors or "committees", who made up the Court of Directors. They, in turn, reported to the Court of Proprietors, which appointed them. Ten committees reported to the Court of Directors. According to tradition, business was initially transacted at the Nags Head Inn, opposite St Botolph's church in Bishopsgate, before moving to India House in Leadenhall Street.[12]

Early voyages to the East Indies

Sir James Lancaster commanded the first East India Company voyage in 1601[13] and returned in 1603.[14] In March 1604 Sir Henry Middleton commanded the second voyage. General William Keeling, a captain during the second voyage, led the third voyage aboard the Red Dragon from 1607 to 1610 along with the Hector under Captain William Hawkins and the Consent under Captain David Middleton.[15]

Early in 1608 Alexander Sharpeigh was appointed captain of the Company's Ascension, and general or commander of the fourth voyage. Thereafter two ships, Ascension and Union (captained by Richard Rowles) sailed from Woolwich on 14 March 1607–8.[15]

Initially, the company struggled in the spice trade because of the competition from the already well-established Dutch East India Company. The company opened a factory in Bantam on the first voyage and imports of pepper from Java were an important part of the company's trade for twenty years. The factory in Bantam was closed in 1683. During this time ships belonging to the company arriving in India docked at Surat, which was established as a trade transit point in 1608.

In the next two years, the company established its first factory in south India in the town of Machilipatnam on the Coromandel Coast of the Bay of Bengal. The high profits reported by the company after landing in India initially prompted King James I to grant subsidiary licences to other trading companies in England. But in 1609 he renewed the charter given to the company for an indefinite period, including a clause that specified that the charter would cease to be in force if the trade turned unprofitable for three consecutive years.

Foothold in India

English traders frequently engaged in hostilities with their Dutch and Portuguese counterparts in the Indian Ocean. The company achieved a major victory over the Portuguese in the Battle of Swally in 1612, at Suvali in Surat. The company decided to explore the feasibility of gaining a territorial foothold in mainland India, with official sanction from both Britain and the Mughal Empire, and requested that the Crown launch a diplomatic mission.[16]

Jahangir investing a courtier with a robe of honour, watched by Sir Thomas Roe, English ambassador to the court of Jahangir at Agra from 1615–18, and others.

In 1612, James I instructed Sir Thomas Roe to visit the Mughal Emperor Nuruddin Salim Jahangir (r. 1605–1627) to arrange for a commercial treaty that would give the company exclusive rights to reside and establish factories in Surat and other areas. In return, the company offered to provide the Emperor with goods and rarities from the European market. This mission was highly successful, and Jahangir sent a letter to James through Sir Thomas Roe:[16]

Upon which assurance of your royal love I have given my general command to all the kingdoms and ports of my dominions to receive all the merchants of the English nation as the subjects of my friend; that in what place soever they choose to live, they may have free liberty without any restraint; and at what port soever they shall arrive, that neither Portugal nor any other shall dare to molest their quiet; and in what city soever they shall have residence, I have commanded all my governors and captains to give them freedom answerable to their own desires; to sell, buy, and to transport into their country at their pleasure. For confirmation of our love and friendship, I desire your Majesty to command your merchants to bring in their ships of all sorts of rarities and rich goods fit for my palace; and that you be pleased to send me your royal letters by every opportunity, that I may rejoice in your health and prosperous affairs; that our friendship may be interchanged and eternal.

— Nuruddin Salim Jahangir, Letter to James I.

Expansion

The company, which benefited from the imperial patronage, soon expanded its commercial trading operations. It eclipsed the Portuguese Estado da Índia, which had established bases in Goa, Chittagong, and Bombay, which Portugal later ceded to England as part of the dowry of Catherine of Braganza. The East India Company also launched a joint attack with the Dutch United East India Company (VOC) on Portuguese and Spanish ships off the coast of China, which helped secure EIC ports in China.[17] The company established trading posts in Surat (1619), Madras (1639), Bombay (1668), and Calcutta (1690). By 1647, the company had 23 factories, each under the command of a factor or master merchant and governor, and 90 employees[clarification needed] in India. The major factories became the walled forts of Fort William in Bengal, Fort St George in Madras, and Bombay Castle.

In 1634, the Mughal emperor extended his hospitality to the English traders to the region of Bengal, and in 1717 completely waived customs duties for their trade. The company's mainstay businesses were by then cotton, silk, indigo dye, saltpetre, and tea. The Dutch were aggressive competitors and had meanwhile expanded their monopoly of the spice trade in the Straits of Malacca by ousting the Portuguese in 1640–41. With reduced Portuguese and Spanish influence in the region, the EIC and VOC entered a period of intense competition, resulting in the Anglo-Dutch Wars of the 17th and 18th centuries.

In 1657, Oliver Cromwell renewed the charter of 1609, and brought about minor changes in the holding of the company. The restoration of monarchy in England further enhanced the EIC's status.

In an act aimed at strengthening the power of the EIC, King Charles II granted the EIC (in a series of five acts around 1670) the rights to autonomous territorial acquisitions, to mint money, to command fortresses and troops and form alliances, to make war and peace, and to exercise both civil and criminal jurisdiction over the acquired areas.[18]

William Hedges was sent in 1682 to Shaista Khan, the Mughal governor of Bengal, in order to obtain a firman, an imperial directive that would grant England regular trading privileges throughout the Mughal Empire. However, the company's governor in London, Sir Josiah Child, interfered with Hedges's mission, causing Mughal Emperor Aurangzeb to break off the negotiations.

In 1689 a Mughal fleet commanded by Sidi Yaqub attacked Bombay. After a year of resistance the EIC surrendered in 1690, and the company sent envoys to Aurangzeb's camp to plead for a pardon. The company's envoys had to prostrate themselves before the emperor, pay a large indemnity, and promise better behaviour in the future. The emperor withdrew his troops and the company subsequently re-established itself in Bombay and set up a new base in Calcutta.[19]

Japan

In 1613, during the rule of Tokugawa Hidetada of the Tokugawa shogunate, the British ship Clove, under the command of Captain John Saris, was the first British ship to call on Japan. Saris was the chief factor of the EIC's trading post in Java, and with the assistance of William Adams, a British sailor who had arrived in Japan in 1600, was able to gain permission from the ruler to establish a commercial house in Hirado on the Japanese island of Kyushu:

We give free license to the subjects of the King of Great Britaine, Sir Thomas Smythe, Governor and Company of the East Indian Merchants and Adventurers forever safely come into any of our ports of our Empire of Japan with their shippes and merchandise, without any hindrance to them or their goods, and to abide, buy, sell and barter according to their own manner with all nations, to tarry here as long as they think good, and to depart at their pleasure.[20]

However, unable to obtain Japanese raw silk for import to China and with their trading area reduced to Hirado and Nagasaki from 1616 onwards, in 1623 the Company closed their factory.[21]

Mughal convoy piracy incident of 1695

In September 1695, Captain Henry Every, an English pirate on board the Fancy, reached the Straits of Bab-el-Mandeb, where he teamed up with five other pirate captains to make an attack on the Indian fleet making the annual voyage to Mocha. The Mughal convoy included the treasure-laden Ganj-i-Sawai, reported to be the greatest in the Mughal fleet and the largest ship operational in the Indian Ocean, and its escort, the Fateh Muhammed. They were spotted passing the straits en route to Surat. The pirates gave chase and caught up with Fateh Muhammed some days later, and meeting little resistance, took some £50,000 to £60,000 worth of treasure.[22] 

English, Dutch and Danish factories at Mocha

Every continued in pursuit and managed to overhaul Ganj-i-Sawai, which resisted strongly before eventually striking. Ganj-i-Sawai carried enormous wealth and, according to contemporary East India Company sources, was carrying a relative of the Grand Mughal, though there is no evidence to suggest that it was his daughter and her retinue. The loot from the Ganj-i-Sawai had a total value between £325,000 and £600,000, including 500,000 gold and silver pieces, and has become known as the richest ship ever taken by pirates.

In a letter sent to the Privy Council by Sir John Gayer, then governor of Bombay and head of the East India Company, Gayer claims that "it is certain the Pirates ... did do very barbarously by the People of the Ganj-i-Sawai and Abdul Ghaffar's ship, to make them confess where their money was." The pirates set free the survivors who were left aboard their emptied ships, to continue their voyage back to India.

When the news arrived in England it caused an outcry. In response, a combined bounty of £1,000 was offered for Every's capture by the Privy Council and East India Company, leading to the first worldwide manhunt in recorded history. The plunder of Aurangzeb's treasure ship had serious consequences for the English East India Company. The furious Mughal Emperor Aurangzeb ordered Sidi Yaqub and Nawab Daud Khan to attack and close four of the company's factories in India and imprison their officers, who were almost lynched by a mob of angry Mughals, blaming them for their countryman's depredations, and threatened to put an end to all English trading in India. To appease Emperor Aurangzeb and particularly his Grand Vizier Asad Khan, Parliament exempted Every from all of the Acts of Grace (pardons) and amnesties it would subsequently issue to other pirates.[23]

Forming a complete monopoly

Trade monopoly

The prosperity that the officers of the company enjoyed allowed them to return to Britain and establish sprawling estates and businesses, and to obtain political power. The company developed a lobby in the English parliament. Under pressure from ambitious tradesmen and former associates of the company (pejoratively termed Interlopers by the company), who wanted to establish private trading firms in India, a deregulating act was passed in 1694.[24]

This allowed any English firm to trade with India, unless specifically prohibited by act of parliament, thereby annulling the charter that had been in force for almost 100 years. By an act that was passed in 1698, a new "parallel" East India Company (officially titled the English Company Trading to the East Indies) was floated under a state-backed indemnity of £2 million. The powerful stockholders of the old company quickly subscribed a sum of £315,000 in the new concern, and dominated the new body. The two companies wrestled with each other for some time, both in England and in India, for a dominant share of the trade.[24]

It quickly became evident that, in practice, the original company faced scarcely any measurable competition. The companies merged in 1708, by a tripartite indenture involving both companies and the state. Under this arrangement, the merged company lent to the Treasury a sum of £3,200,000, in return for exclusive privileges for the next three years, after which the situation was to be reviewed. The amalgamated company became the United Company of Merchants of England Trading to the East Indies.[24]

In the following decades there was a constant battle between the company lobby and the Parliament. The company sought a permanent establishment, while the Parliament would not willingly allow it greater autonomy and so relinquish the opportunity to exploit the company's profits. In 1712, another act renewed the status of the company, though the debts were repaid. By 1720, 15% of British imports were from India, almost all passing through the company, which reasserted the influence of the company lobby. The licence was prolonged until 1766 by yet another act in 1730.

At this time, Britain and France became bitter rivals. Frequent skirmishes between them took place for control of colonial possessions. In 1742, fearing the monetary consequences of a war, the British government agreed to extend the deadline for the licensed exclusive trade by the company in India until 1783, in return for a further loan of £1 million. Between 1756 and 1763, the Seven Years' War diverted the state's attention towards consolidation and defence of its territorial possessions in Europe and its colonies in North America.[25]

The war took place on Indian soil, between the company troops and the French forces. In 1757, the Law Officers of the Crown delivered the Pratt-Yorke opinion distinguishing overseas territories acquired by right of conquest from those acquired by private treaty. The opinion asserted that, while the Crown of Great Britain enjoyed sovereignty over both, only the property of the former was vested in the Crown.[25]

With the advent of the Industrial Revolution, Britain surged ahead of its European rivals. Demand for Indian commodities was boosted by the need to sustain the troops and the economy during the war, and by the increased availability of raw materials and efficient methods of production. As home to the revolution, Britain experienced higher standards of living. Its spiralling cycle of prosperity, demand and production had a profound influence on overseas trade. The company became the single largest player in the British global market. William Henry Pyne notes in his book The Microcosm of London (1808) that:

On the 1 March 1801, the debts of the East India Company to £5,393,989 their effects to £15,404,736 and their sales increased since February 1793, from £4,988,300 to £7,602,041.

Saltpetre trade

Saltpetre used for gunpowder was one of the major trade goods of the company.

Sir John Banks, a businessman from Kent who negotiated an agreement between the king and the company, began his career in a syndicate arranging contracts for victualling the navy, an interest he kept up for most of his life. He knew that Samuel Pepys and John Evelyn had amassed a substantial fortune from the Levant and Indian trades.

He became a Director and later, as Governor of the East India Company in 1672, he arranged a contract which included a loan of £20,000 and £30,000 worth of saltpetre—also known as potassium nitrate, a primary ingredient in gunpowder—for the King "at the price it shall sell by the candle"—that is by auction—where bidding could continue as long as an inch-long candle remained alight.[26]

Outstanding debts were also agreed and the company permitted to export 250 tons of saltpetre. Again in 1673, Banks successfully negotiated another contract for 700 tons of saltpetre at £37,000 between the king and the company. So urgent was the need to supply the armed forces in the United Kingdom, America and elsewhere that the authorities sometimes turned a blind eye on the untaxed sales. One governor of the company was even reported as saying in 1864 that he would rather have the saltpetre made than the tax on salt.[27]

Basis for the monopoly

Robert Clive became the first British Governor of Bengal after he had instated Mir Jafar as the Nawab of Bengal.

The Seven Years' War (1756–63) resulted in the defeat of the French forces, limited French imperial ambitions, and stunted the influence of the Industrial Revolution in French territories. Robert Clive, the Governor General, led the company to a victory against Joseph François Dupleix, the commander of the French forces in India, and recaptured Fort St George from the French. The company took this respite to seize Manila in 1762.

By the Treaty of Paris (1763), France regained the five establishments captured by the British during the war (Pondichéry, Mahe, Karikal, Yanam and Chandernagar) but was prevented from erecting fortifications and keeping troops in Bengal (art. XI). Elsewhere in India, the French were to remain a military threat, particularly during the War of American Independence, and up to the capture of Pondichéry in 1793 at the outset of the French Revolutionary Wars without any military presence. Although these small outposts remained French possessions for the next two hundred years, French ambitions on Indian territories were effectively laid to rest, thus eliminating a major source of economic competition for the company.

East India Company Army and Navy

In its first century and half, the EIC used a few hundred soldiers as guards. The great expansion came after 1750, when it had 3000 regular troops. By 1763, it had 26,000; by 1778, it had 67,000. It recruited largely Indian troops, and trained them along European lines.[29] The military arm of the East India Company quickly developed to become a private corporate armed force, and was used as an instrument of geo-political power and expansion, rather than its original purpose as a guard force, and became the most powerful military force in the Indian sub-continent. As it increased in size the army was broken into the Presidency Armies of Bengal, Madras and Bombay each recruiting their own integral infantry, cavalry, artillery and horse artillery units. The navy also grew significantly, vastly expanding its fleet and although made up predominantly of heavily armed merchant vessels, called East Indiamen, it also included warships.

Expansion and Conquest

The company, fresh from a colossal victory, and with the backing of its own private well-disciplined and experienced army, was able to assert its interests in the Carnatic region from its base at Madras and in Bengal from Calcutta, without facing any further obstacles from other colonial powers.[30]

The Mughal Emperor Shah Alam II, who with his allies fought against the East India Company during his early years (1760–64), only accepting the protection of the British in the year 1803, after he had been blinded by his enemies and deserted by his subjects
It continued to experience resistance from local rulers during its expansion. Robert Clive led company forces against Siraj Ud Daulah, the last independent Nawab of Bengal, Bihar, and Midnapore district in Odisha to victory at the Battle of Plassey in 1757, resulting in the conquest of Bengal. This victory estranged the British and the Mughals, since Siraj Ud Daulah was a Mughal feudatory ally.

With the gradual weakening of the Marathas in the aftermath of the three Anglo-Maratha wars, the British also secured the Ganges-Jumna Doab, the Delhi-Agra region, parts of Bundelkhand, Broach, some districts of Gujarat, the fort of Ahmmadnagar, province of Cuttack (which included Mughalbandi/the coastal part of Odisha, Garjat/the princely states of Odisha, Balasore Port, parts of Midnapore district of West Bengal), Bombay (Mumbai) and the surrounding areas, leading to a formal end of the Maratha empire and firm establishment of the British East India Company in India.

Hyder Ali and Tipu Sultan, the rulers of the Kingdom of Mysore, offered much resistance to the British forces. Having sided with the French during the Revolutionary War, the rulers of Mysore continued their struggle against the company with the four Anglo-Mysore Wars. Mysore finally fell to the company forces in 1799, with the death of Tipu Sultan.

 Battle of Assaye during the Second Anglo-Maratha War. Company replaced the Marathas as Mughal's protectors after the second Anglo-Maratha war.[31]

The fall of Tipu Sultan and the Sultanate of Mysore, during the Battle of Seringapatam in 1799.
The last vestiges of local administration were restricted to the northern regions of Delhi, Oudh, Rajputana, and Punjab, where the company's presence was ever increasing amidst infighting and offers of protection among the remaining princes. The hundred years from the Battle of Plassey in 1757 to the Indian Rebellion of 1857 were a period of consolidation for the company, which began to function more as an administrator and less as a trading concern.

A cholera pandemic began in Bengal, then spread across India by 1820. 10,000 British troops and countless Indians died during this pandemic.[32] Between 1760 and 1834 only some 10% of the East India Company's officers survived to take the final voyage home.[33]

In the early 19th century the Indian question of geopolitical dominance and empire holding remained with the East India Company.[34] The three independent armies of the company's Presidencies, with some locally raised irregular forces, expanded to a total of 280,000 men by 1857.[35] First recruited from mercenaries and low-caste volunteers, the Bengal Army especially eventually became composed largely of high-caste Hindus and landowning Muslims.

Within the Army, British officers who initially trained at the company's own academy at the Addiscombe Military Seminary, always outranked Indians, no matter how long their service. The highest rank to which an Indian soldier could aspire was Subadar-Major (or Rissaldar-Major in cavalry units), effectively a senior subaltern equivalent. Promotion for both British and Indian soldiers was strictly by seniority, so Indian soldiers rarely reached the commissioned ranks of Jamadar or Subadar before they were middle aged at best. They received no training in administration or leadership to make them independent of their British officers.

During the wars against the French and their allies in the late eighteenth and early nineteenth centuries, the East India Company's armies were used to seize the colonial possessions of other European nations, including the islands of Réunion and Mauritius.

There was a systemic disrespect in the company for the spreading of Protestantism although it fostered respect for Hindu and Muslim, castes and ethnic groups. The growth of tensions between the EIC and the local religious and cultural groups grew in the 19th century as the Protestant revival grew in Great Britain. These tensions erupted at the Indian Rebellion of 1857 and the company ceased to exist when the company dissolved through the East India Stock Dividend Redemption Act 1873.[36]

Opium Trade

The Nemesis destroying Chinese war junks during the Second Battle of Chuenpi, 7 January 1841, by Edward Duncan.

In the 18th century, Britain had a huge trade deficit with Qing dynasty China and so in 1773, the Company created a British monopoly on opium buying in Bengal, India by prohibiting the licensing of opium farmers and private cultivation. The monopoly system established in 1799 continued with minimal changes until 1947.[37] As the opium trade was illegal in China, Company ships could not carry opium to China. So the opium produced in Bengal was sold in Calcutta on condition that it be sent to China.[38]

Despite the Chinese ban on opium imports, reaffirmed in 1799 by the Jiaqing Emperor, the drug was smuggled into China from Bengal by traffickers and agency houses such as Jardine, Matheson & Co and Dent & Co. in amounts averaging 900 tons a year. The proceeds of the drug-smugglers landing their cargoes at Lintin Island were paid into the Company's factory at Canton and by 1825, most of the money needed to buy tea in China was raised by the illegal opium trade.

The Company established a group of trading settlements centred on the Straits of Malacca called the Straits Settlements in 1826 to protect its trade route to China and to combat local piracy. The Settlements were also used as penal settlements for Indian civilian and military prisoners.

In 1838 with the amount of smuggled opium entering China approaching 1,400 tons a year, the Chinese imposed a death penalty for opium smuggling and sent a Special Imperial Commissioner, Lin Zexu, to curb smuggling. This resulted in the First Opium War (1839–42). After the war Hong Kong island was ceded to Britain under the Treaty of Nanking and the Chinese market opened to the opium traders of Britain and other nations.[37] The Jardines and Apcar and Company dominated the trade, although P&O also tried to take a share.[39] A Second Opium War fought by Britain and France against China lasted from 1856 until 1860 and led to the Treaty of Tientsin, which legalised the importation of opium. Legalisation stimulated domestic Chinese opium production and increased the importation of opium from Turkey and Persia. This increased competition for the Chinese market led to India reducing its opium output and diversifying its exports.[37]

Regulation of the company's affairs

Writers

Two ships in a harbour, one in the distance. On board, men stripped to the waist and wearing feathers in their hair are throwing crates overboard. A large crowd, mostly men, is standing on the dock, waving hats and cheering. A few people wave their hats from windows in a nearby building. Monopolistic activity by the company triggered the Boston Tea Party.
The Destruction of Tea at Boston Harbor, 1773

The Company employed many junior clerks, known as "writers", to record the details of accounting, managerial decisions, and activities related to the Company, such as minutes of meetings, copies of Company orders and contracts, and filings of reports and copies of ship's logs. Several well-known British scholars and literary men had Company writerships, such as Henry Thomas Colebrooke in India and Charles Lamb in England.

Financial troubles

Though the Company was becoming increasingly bold and ambitious in putting down resisting states, it was becoming clearer that the Company was incapable of governing the vast expanse of the captured territories. The Bengal famine of 1770, in which one-third of the local population died, caused distress in Britain. Military and administrative costs mounted beyond control in British-administered regions in Bengal because of the ensuing drop in labour productivity.

At the same time, there was commercial stagnation and trade depression throughout Europe. The directors of the company attempted to avert bankruptcy by appealing to Parliament for financial help. This led to the passing of the Tea Act in 1773, which gave the Company greater autonomy in running its trade in the American colonies, and allowed it an exemption from tea import duties which its colonial competitors were required to pay.

When the American colonists and tea merchants were told of this Act, they boycotted the Company tea. Although the price of tea had dropped because of the Act, it also validated the Townshend Acts, setting the precedent for the king to impose additional taxes in the future. The arrival of tax-exempt Company tea, undercutting the local merchants, triggered the Boston Tea Party in the Province of Massachusetts Bay, one of the major events leading up to the American Revolution.

Regulating Acts of Parliament

East India Company Act 1773

By the Regulating Act of 1773 (later known as the East India Company Act 1773), the Parliament of Great Britain imposed a series of administrative and economic reforms; this clearly established Parliament's sovereignty and ultimate control over the Company. The Act recognised the Company's political functions and clearly established that the "acquisition of sovereignty by the subjects of the Crown is on behalf of the Crown and not in its own right".

Despite stiff resistance from the East India lobby in parliament and from the Company's shareholders, the Act passed. It introduced substantial governmental control and allowed British India to be formally under the control of the Crown, but leased back to the Company at £40,000 for two years. Under the Act's most important provision, a governing Council composed of five members was created in Calcutta. The three members nominated by Parliament and representing the Government's interest could, and invariably would, outvote the two Company members. The Council was headed by Warren Hastings, the incumbent Governor, who became the first Governor-General of Bengal, with an ill-defined authority over the Bombay and Madras Presidencies.[40] His nomination, made by the Court of Directors, would in future be subject to the approval of a Council of Four appointed by the Crown. Initially, the Council consisted of Lt. General Sir John Clavering, The Honourable Sir George Monson, Sir Richard Barwell, and Sir Philip Francis.[41]

Hastings was entrusted with the power of peace and war. British judges and magistrates would also be sent to India to administer the legal system. The Governor General and the council would have complete legislative powers. The company was allowed to maintain its virtual monopoly over trade in exchange for the biennial sum and was obligated to export a minimum quantity of goods yearly to Britain. The costs of administration were to be met by the company. The Company initially welcomed these provisions, but the annual burden of the payment contributed to the steady decline of its finances.[41]

East India Company Act 1784 (Pitt's India Act)

The East India Company Act 1784 (Pitt's India Act) had two key aspects:

Relationship to the British government: the bill differentiated the East India Company's political functions from its commercial activities. In political matters the East India Company was subordinated to the British government directly. To accomplish this, the Act created a Board of Commissioners for the Affairs of India, usually referred to as the Board of Control. The members of the Board were the Chancellor of the Exchequer, the Secretary of State, and four Privy Councillors, nominated by the King. The act specified that the Secretary of State "shall preside at, and be President of the said Board".

Internal Administration of British India: the bill laid the foundation for the centralised and bureaucratic British administration of India which would reach its peak at the beginning of the 20th century during the governor-generalship of George Nathaniel Curzon, 1st Baron Curzon.

Pitt's Act was deemed a failure because it quickly became apparent that the boundaries between government control and the company's powers were nebulous and highly subjective. The government felt obliged to respond to humanitarian calls for better treatment of local peoples in British-occupied territories. Edmund Burke, a former East India Company shareholder and diplomat, was moved to address the situation and introduced a new Regulating Bill in 1783. The bill was defeated amid lobbying by company loyalists and accusations of nepotism in the bill's recommendations for the appointment of councillors.

Act of 1786

General Lord Cornwallis, receiving two of Tipu Sultan's sons as hostages in the year 1793
The Act of 1786 (26 Geo. 3 c. 16) enacted the demand of Earl Cornwallis that the powers of the Governor-General be enlarged to empower him, in special cases, to override the majority of his Council and act on his own special responsibility. The Act enabled the offices of the Governor-General and the Commander-in-Chief to be jointly held by the same official.

This Act clearly demarcated borders between the Crown and the Company. After this point, the Company functioned as a regularised subsidiary of the Crown, with greater accountability for its actions and reached a stable stage of expansion and consolidation. Having temporarily achieved a state of truce with the Crown, the Company continued to expand its influence to nearby territories through threats and coercive actions. By the middle of the 19th century, the Company's rule extended across most of India, Burma, Malaya, Singapore, and British Hong Kong, and a fifth of the world's population was under its trading influence. In addition, Penang, one of the states in Malaya, became the fourth most important settlement, a presidency, of the Company's Indian territories.[42]

East India Company Act 1793 (Charter Act)

The Company's charter was renewed for a further 20 years by the Charter Act of 1793. In contrast with the legislative proposals of the previous two decades, the 1793 Act was not a particularly controversial measure, and made only minimal changes to the system of government in India and to British oversight of the Company's activities.

 East India Company Act 1813 (Charter Act)

The aggressive policies of Lord Wellesley and the Marquis of Hastings led to the Company gaining control of all India (except for the Punjab and Sindh), and some part of the then kingdom of Nepal under the Sugauli Treaty. The Indian Princes had become vassals of the Company. But the expense of wars leading to the total control of India strained the Company's finances. The Company was forced to petition Parliament for assistance. This was the background to the Charter Act of 1813 which, among other things:

asserted the sovereignty of the British Crown over the Indian territories held by the Company;

renewed the charter of the company for a further twenty years, but

deprived the company of its Indian trade monopoly except for trade in tea and the trade with China

required the company to maintain separate and distinct its commercial and territorial accounts

opened India to missionaries

Government of India Act 1833

The Industrial Revolution in Britain, the consequent search for markets, and the rise of laissez-faire economic ideology form the background to the Government of India Act 1833 (3 & 4 Will. 4 c. 85). The Act:

removed the Company's remaining trade monopolies and divested it of all its commercial functions

renewed for another twenty years the Company's political and administrative authority

invested the Board of Control with full power and authority over the Company. 

As stated by Professor Sri Ram Sharma, "The President of the Board of Control now became Minister for Indian Affairs."

carried further the ongoing process of administrative centralisation through investing the Governor-General in Council with, full power and authority to superintend and, control the Presidency Governments in all civil and military matters
initiated a machinery for the codification of laws
provided that no Indian subject of the Company would be debarred from holding any office under the Company by reason of his religion, place of birth, descent or colour
vested the Island of St Helena in the Crown[44]

British influence continued to expand; in 1845, Great Britain purchased the Danish colony of Tranquebar. The Company had at various stages extended its influence to China, the Philippines, and Java. It had solved its critical lack of cash needed to buy tea by exporting Indian-grown opium to China. China's efforts to end the trade led to the First Opium War (1839–1842).

English Education Act 1835

The English Education Act by the Council of India in 1835 reallocated funds from the East India Company to spend on education and literature in India.

Government of India Act 1853

This Act (16 & 17 Vict. c. 95) provided that British India would remain under the administration of the Company in trust for the Crown until Parliament should decide otherwise. It also introduced a system of open competition as the basis of recruitment for civil servants of the company and thus deprived the Directors of their patronage system.[45]

Under the act, for the first time the legislative and executive powers of the governor general's council were separated. It also added six additional members to the governor general's executive committee.[46]

Indian Rebellion and disestablishment

The Indian Rebellion of 1857 (also known as the Indian Mutiny) resulted in widespread devastation in India: many condemned the East India Company for permitting the events to occur.[47] In the aftermath of the Rebellion, under the provisions of the Government of India Act 1858, the British Government nationalised the Company. The Crown took over its Indian possessions, its administrative powers and machinery, and its armed forces.

The Company remained in existence in vestigial form, continuing to manage the tea trade on behalf of the British Government (and the supply of Saint Helena) until the East India Stock Dividend Redemption Act 1873 came into effect, on 1 January 1874. This Act provided for the formal dissolution of the company on 1 June 1874, after a final dividend payment and the commutation or redemption of its stock.[48] The Times commented on 8 April 1873:[49]

It accomplished a work such as in the whole history of the human race no other trading Company ever attempted, and such as none, surely, is likely to attempt in the years to come.

Establishments in Britain

The Company's headquarters in London, from which much of India was governed, was East India House in Leadenhall Street. After occupying premises in Philpot Lane from 1600 to 1621; in Crosby House, Bishopsgate, from 1621 to 1638; and in Leadenhall Street from 1638 to 1648, the Company moved into Craven House, an Elizabethan mansion in Leadenhall Street. The building had become known as East India House by 1661. It was completely rebuilt and enlarged in 1726–9; and further significantly remodelled and expanded in 1796–1800. It was finally vacated in 1860 and demolished in 1861–62. The site is now occupied by the Lloyd's building.

In 1607, the Company decided to build its own ships and leased a yard on the River Thames at Deptford. By 1614, the yard having become too small, an alternative site was acquired at Blackwall: the new yard was fully operational by 1617. It was sold in 1656, although for some years East India Company ships continued to be built and repaired there under the new owners.

In 1803, an Act of Parliament, promoted by the East India Company, established the East India Dock Company, with the aim of establishing a new set of docks (the East India Docks) primarily for the use of ships trading with India. The existing Brunswick Dock, part of the Blackwall Yard site, became the Export Dock; while a new Import Dock was built to the north. In 1838 the East India Dock Company merged with the West India Dock Company. The docks were taken over by the Port of London Authority in 1909, and closed in 1967.

The East India College was founded in 1806 as a training establishment for "writers" (i.e. clerks) in the Company's service. It was initially located in Hertford Castle, but moved in 1809 to purpose-built premises at Hertford Heath, Hertfordshire. In 1858 the college closed; but in 1862 the buildings reopened as a public school, now Haileybury and Imperial Service College.

The East India Company Military Seminary was founded in 1809 at Addiscombe, near Croydon, Surrey, to train young officers for service in the Company's armies in India. It was based in Addiscombe Place, an early 18th-century mansion. The government took it over in 1858, and renamed it the Royal Indian Military College. In 1861 it was closed, and the site was subsequently redeveloped.

In 1818, the Company entered into an agreement by which those of its servants who were certified insane in India might be cared for at Pembroke House, Hackney, London, a private lunatic asylum run by Dr George Rees until 1838, and thereafter by Dr William Williams. The arrangement outlasted the Company itself, continuing until 1870, when the India Office opened its own asylum, the Royal India Asylum, at Hanwell, Middlesex.[50]

The East India Club in London was formed in 1849 for officers of the Company. The Club still exists today as a private gentlemen's club with its club house situated at 16 St. James's Square, London.[51]

Legacy and criticisms

The East India Company had a long lasting impact on the Indian Subcontinent, with both positive and harmful effects. Although dissolved following the rebellion of 1857, it stimulated the growth of the British Empire. Its armies were to become the armies of British India after 1857, and it played a key role in introducing English as an official language in India.

The East India Company was the first company to record the Chinese usage of orange-flavoured tea, which led to the development of Earl Grey tea.[52]

The East India Company introduced a system of merit-based appointments that provided a model for the British and Indian civil service.[53]

Widespread corruption and looting of Bengal resources and treasures during its rule resulted in poverty.[54] Famines, such as the Great Bengal famine of 1770 and subsequent famines during the 18th and 19th centuries, became more widespread, chiefly because of exploitative agriculture promulgated by the policies of the East India company and the forced cultivation of opium in place of grain.[55][56]

Flags

Historical depictions

The English East India Company flag changed with history, with a canton based on the current flag of the Kingdom, and a field of 9 to 13 alternating red and white stripes.

From the period of 1600, the canton consisted of a St George's Cross representing the Kingdom of England. With the Acts of Union 1707, the canton was updated to be the new Union Flag—consisting of an English St George's Cross combined with a Scottish St Andrew's cross—representing the Kingdom of Great Britain. After the Acts of Union 1800 that joined Ireland with Great Britain to form the United Kingdom, the canton of the East India Company flag was altered accordingly to include a Saint Patrick's Saltire replicating the updated Union Flag representing the United Kingdom of Great Britain and Ireland.

Regarding the field of the flag, there has been much debate and discussion regarding the number and order of the stripes. Historical documents and paintings show many variations from 9 to 13 stripes, with some images showing the top stripe being red and others showing the top stripe being white.

At the time of the American Revolution the East India Company flag was nearly identical to the Grand Union Flag. Historian Charles Fawcett argued that the East India Company Flag inspired the Stars and Stripes.[57]

Coat of Arms

The later coat of arms of the East India Company

The East India Company's original coat of arms was granted in 1600. The arms was as follows:

"Azure, three ships with three masts, rigged and under full sail, the sails, pennants and ensigns Argent, each charged with a cross Gules; on a chief of the second a pale quarterly Azure and Gules, on the 1st and 4th a fleur-de-lis or, on the 2nd and 3rd a leopard or, between two roses Gules seeded Or barbed Vert." The shield had as a crest: "A sphere without a frame, bounded with the Zodiac in bend Or, between two pennants flottant Argent, each charged with a cross Gules, over the sphere the words DEUS INDICAT" (Latin: God Indicates). The supporters were two sea lions (lions with fishes' tails) and the motto was DEO DUCENTE NIL NOCET (Latin: Where God Leads, Nothing Hurts).[58]

The East India Company's arms, granted in 1698, were: "Argent a cross Gules; in the dexter chief quarter an escutcheon of the arms of France and England quarterly, the shield ornamentally and regally crowned Or." The crest was: "A lion rampant guardant Or holding between the forepaws a regal crown proper." The supporters were: "Two lions rampant guardant Or, each supporting a banner erect Argent, charged with a cross Gules." The motto was AUSPICIO REGIS ET SENATUS ANGLIÆ (Latin: By right of the King and the Senate of England).[58]

Merchant Mark

When the East India Company was chartered in 1600 it was still customary for individual merchants or members of Companies such as the Company of Merchant Adventurers to have a distinguishing merchant's mark which often included the mystical "Sign of Four" and served as a trademark. The East India Company's merchant mark consisted of a "Sign of Four" atop a heart within which was a saltire between the lower arms of which were the initials "EIC". This mark was a central motif of the East India Company's coinage[59] and forms the central emblem displayed on the Scinde Dawk postage stamps.[60]

Ships

Ships of the East India Company were called East Indiamen or simply "Indiamen".[61] Some examples include:

Red Dragon (1595)
Doddington (East Indiaman) Lost 1755
Royal Captain (Lost on her maiden voyage in 1773)
Grosvenor Lost 1782
General Goddard (1782)
Earl of Abergavenny (1796)
Earl of Mornington (1799); packet ship
Lord Nelson (1799)
David Clark (1816)
Kent (1820): Lost on her third voyage
Nemesis (1839): first British-built ocean-going iron warship
Agamemnon (1855)

The East Indiaman Royal George, 1779. Royal George was one of the five East Indiamen the Spanish fleet captured in 1780.

During the period of the Napoleonic Wars, the East India Company arranged for letters of marque for its vessels such as the Lord Nelson. This was not so that they could carry cannon to fend off warships, privateers and pirates on their voyages to India and China (that they could do without permission) but so that, should they have the opportunity to take a prize, they could do so without being guilty of piracy. Similarly, the Earl of Mornington, an East India Company packet ship of only six guns, also sailed under a letter of marque.

In addition, the company had its own navy, the Bombay Marine, equipped with warships such as Grappler. These vessels often accompanied vessels of the Royal Navy on expeditions, such as the Invasion of Java (1811).

At the Battle of Pulo Aura, which was probably the company's most notable naval victory, Nathaniel Dance, Commodore of a convoy of Indiamen and sailing aboard the Warley, led several Indiamen in a skirmish with a French squadron, driving them off. Some six years earlier, on 28 January 1797, five Indiamen, the Woodford, under Captain Charles Lennox, the Taunton-Castle, Captain Edward Studd, Canton, Captain Abel Vyvyan, and Boddam, Captain George Palmer, and Ocean, Captain John Christian Lochner, had encountered Admiral de Sercey and his squadron of frigates. On this occasion the Indiamen also succeeded in bluffing their way to safety, and without any shots even being fired. Lastly, on 15 June 1795, the General Goddard played a large role in the capture of seven Dutch East Indiamen off St Helena.

East India Company (EIC)'s ships were well built, with the result that the Royal Navy bought several Company ships to convert to warships and transports. The Earl of Mornington became HMS Drake. Other examples include:

HMS Calcutta (1795)
HMS Glatton (1795)
HMS Hindostan (1795)
HMS Hindostan (1804)
HMS Malabar (1804)
HMS Buffalo (1813)
The company had many ports of call, some of which have seen their names changed over time.


Records

Unlike all other British Government records, the records from the East India Company (and its successor the India Office) are not in The National Archives at Kew, London, but are held by the British Library in London as part of the Asia, Pacific and Africa Collections. The catalogue is searchable online in the Access to Archives catalogues.[62] Many of the East India Company records are freely available online under an agreement that the Families in British India Society has with the British Library. Published catalogues exist of East India Company ships' journals and logs, 1600–1834;[63] and of some of the Company's daughter institutions, including the East India Company College, Haileybury, and Addiscombe Military Seminary.[64]

Source : Wikipedia