chaired by German Chancellor
Otto von Bismarck regulated European imperialism in Africa. Most of the major powers (and some minor ones such as
Belgium, the
Netherlands and
Denmark) engaged in imperialism, building up their overseas empires especially in Africa and Asia. Although there were numerous insurrections, historians count only a few wars, and they were small-scale: the
First and
Second Boer Wars (1880–1881 and 1899–1902),
First Sino-Japanese War (1894–1895),
First Italo-Ethiopian War (1895–1896),
Spanish–American War (1898),
Philippine–American War (1899-1902), and
Italo-Ottoman war (1911). The largest was the
Russo-Japanese War of 1905, the only in which two major powers fought each other. Among the main empires from 1875 to 1914, historians assess a mixed record in terms of profitability. The assumption was that colonies would provide an excellent captive market for manufactured items. Apart from
India, this was seldom true. By the 1890s, imperialists gained economic benefit primarily in the production of inexpensive raw materials to feed the domestic manufacturing sector. Overall, Great Britain profited well from India, but not from most of the rest of its
empire. The Netherlands did very well in the
East Indies.
Germany and
Italy got very little trade or raw materials from their empires.
France did slightly better. The
Congo Free State was notoriously profitable when it was a capitalistic rubber plantation owned and operated by King
Leopold II of Belgium as a private enterprise. However, scandal after scandal regarding badly mistreated labour led the international community to force the government of Belgium to take it over in 1908, and the
Belgian Congo became much less profitable. The
Philippines cost the United States much more than expected. The world's colonial population at the time of the First World War totaled about 560 million people, of whom 70.0% were in British domains, 10.0% in French, 8.6% in Dutch, 3.9% in
Japanese, 2.2% in German, 2.1% in
American, 1.6% in
Portuguese, 1.2% in Belgian, and 0.5% in Italian possessions. The home domains of the colonial powers had a total population of about 370 million people.
French Empire in Asia and Africa France seizes, then loses Mexico , 10 June 1863 Napoleon III took advantage of the American Civil War to attempt to take control of Mexico and impose its own puppet Emperor
Maximilian I of Mexico. France, Spain, and Britain, angry over unpaid Mexican debts, sent a joint expeditionary force that seized the Veracruz customs house in Mexico in December 1861. Spain and Britain soon withdrew after realizing that Napoleon III intended to overthrow the
Second Federal Republic of Mexico under elected president
Benito Juárez and establish a
Second Mexican Empire. Napoleon had the support of the remnants of the
Conservative elements that Juarez and his
Liberals had defeated in the
Reform War, a civil war from 1857 to 1861. In the French intervention in Mexico in 1862 Napoleon installed Austrian archduke
Maximilian of Habsburg as
Emperor of Mexico. Juárez rallied opposition to the French; Washington supported Juárez and refused to recognize the new government because it violated the
Monroe Doctrine. After its victory over the Confederacy in 1865, the U.S. sent 50,000 experienced combat troops to the
Mexican border to make clear its position. Napoleon was stretched very thin; he had committed 40,000 troops to Mexico, 20,000 to Rome to guard the Pope against the Italians, and another 80,000 in restive
French Algeria. Furthermore, Prussia, having just defeated Austria, was an imminent threat. Napoleon realized his predicament and withdrew all his forces from Mexico in 1866. Juarez regained control and executed the hapless emperor. The
Suez Canal, initially built by the French, became a joint British-French project in 1875, as both considered it vital to maintaining their influence and empires in Asia. In 1882, ongoing
civil disturbances in Egypt prompted Britain to intervene, extending a hand to France. France's leading expansionist
Jules Ferry was out of office, and the government allowed Britain to take effective control of Egypt.
British takeover of Egypt, 1882 , led by Colonel
Alfred-Amédée Dodds, invaded
Dahomey (present-day Benin). The most decisive event emerged from the
Anglo-Egyptian War, which resulted in the
British occupation of Egypt for seven decades, even though the
Ottoman Empire retained nominal ownership until 1914. France was seriously unhappy, having lost control of the canal that it built and financed and had dreamed of for decades. Germany, Austria, Russia, and Italy – and of course the Ottoman Empire itself—were all angered by London's unilateral intervention. Historian
A.J.P. Taylor says that this "was a great event; indeed, the only real event in international relations between the
Battle of Sedan and the defeat of Russia in the Russo-Japanese war." Taylor emphasizes the long-term impact: :The British occupation of Egypt altered the balance of power. It not only gave the British security for their route to India; it made them masters of the Eastern Mediterranean and the Middle East; it made it unnecessary for them to stand in the front line against Russia at the Straits....And thus prepared the way for the Franco-Russian Alliance ten years later. Prime Minister
William Ewart Gladstone and his
Liberal Party had a reputation for strong opposition to imperialism, so historians have long debated the explanation for this sudden reversal of policy. The most influential was study by John Robinson and Ronald Gallagher,
Africa and the Victorians (1961), which focused on
The Imperialism of Free Trade and was promoted by the
Cambridge School of historiography. They argue there was no long-term Liberal plan in support of imperialism, but the urgent necessity to act to protect the Suez Canal was decisive in the face of what appeared to be a radical collapse of law and order, and a nationalist revolt focused on expelling the Europeans, regardless of the damage it would do to international trade and the British Empire. A complete takeover of
Egypt, turning it into a British colony like India was much too dangerous for it would be the signal for the powers to rush in for the spoils of the tottering Ottoman Empire, with a major war a likely result. Gladstone's decision came against strained relations with France, and maneuvering by "men on the spot" in Egypt. Critics such as Cain and Hopkins have stressed the need to protect large sums invested by British financiers and Egyptian bonds, while downplaying the risk to the viability of the Suez Canal. Unlike the Marxists, they stress "gentlemanly" financial and commercial interests, not the industrial, capitalism that Marxists believe was always central. More recently, specialists on Egypt have been interested primarily in the internal dynamics among Egyptians that produce the failed
Urabi revolt.
Great Game in Central Asia: Britain vs Russia at the beginning of 20th century The "
Great Game" was a political and diplomatic confrontation that existed for most of the nineteenth century between Britain and Russia over
Afghanistan and neighbouring territories in
Central and
Southern Asia, especially
Persia (Iran) and
Turkestan. Britain made it a high priority to protect all the approaches to India. Russia had no logistical ability to invade India directly, but made invasion plans considered credible by Britain because of the
Russian conquest of Central Asia. Meanwhile, both powers attempted colonial frontier expansion in
Inner Asia. As
Robert Irwin puts it, "Anglo-Russian rivalry took the form of missions of exploration and espionage. Though Englishmen and Russians in unconvincing native disguises sometimes ventured into the contentious territories, more usually both sides made use of proxies." This resulted in an atmosphere of distrust and a semi-constant threat of war between the two empires. There were numerous local conflicts, but a war in Central Asia between the two powers never happened. Bismarck realized that both Russia and Britain considered control of Central Asia a high priority, dubbed the "Great Game". Germany had no direct stakes, however its dominance of Europe was enhanced when Russian troops were based as far away from Germany as possible. Over two decades, 1871–1890, he maneuvered to help the British, hoping to force the Russians to commit more soldiers to Asia. However, Bismarck through the
Three Emperors' League also aided Russia, by pressuring the Ottoman Empire to block the
Bosporus from British naval access, compelling an Anglo-Russian negotiation regarding Afghanistan. In the 20th century, the Scramble for Africa was widely denounced by anti-imperialist spokesmen. At the time, however, it was praised as a solution to the terrible violence and exploitation caused by unrestrained adventurers, slave traders, and exploiters. Bismarck took the lead in trying to stabilize the situation by the
Berlin Conference of 1884–1885. All the European powers agreed on ground rules to avoid conflicts in Africa. In British colonies, workers and businessmen from India were brought in to build railways, plantations and other enterprises. Britain immediately applied the administrative lessons that had been learned in India, to Egypt and other new African colonies. Tensions between Britain and France reached a tinder stage in Africa. At several points, war was possible, but never happened. The most serious episode was the
Fashoda Incident of 1898. French troops tried to claim an area in Southern Sudan, and a British force purporting to be acting in the interest of the
Khedive of Egypt arrived to confront them. Under heavy pressure, the French withdrew securing
Anglo-Egyptian control over the area. The status quo was recognised by an agreement between the two states acknowledging British control over Egypt, while France became the dominant power in
Morocco, but France experienced a serious disappointment. The Ottoman Empire lost its nominal control over
Algeria,
Tunisia and Libya. It retained only nominal control of Egypt. In 1875, Britain purchased the Suez Canal shares from the almost bankrupt khedive of Egypt,
Isma'il Pasha.
Kenya The experience of Kenya is representative of the colonization process in
East Africa. By 1850
European explorers had begun mapping the interior. Three developments encouraged European interest in East Africa. First was the emergence of the island
Sultanate of Zanzibar, located off the east coast. It became a base from which trade and exploration of the African mainland could be mounted. By 1840, to protect the interests of the various nationals doing business in Zanzibar, consul offices had been opened by the British, French, Germans and Americans. In 1859, the tonnage of foreign shipping calling at Zanzibar had reached 19,000 tons. By 1879, the tonnage of this shipping had reached 89,000 tons. The second development spurring European interest in Africa was the growing European demand for products of Africa including ivory and cloves. Thirdly, British interest in East Africa was first stimulated by their desire to abolish the
slave trade. Later in the century, British interest in East Africa was stimulated by German competition, and in 1887 the
Imperial British East Africa Company, a private concern, leased from
Barghash bin Said of Zanzibar his mainland holdings, a 10-mile (16-km)-wide strip of land along the coast. Germany set up a protectorate over the
Sultan of Zanzibar's coastal possessions in 1885. It traded its coastal holdings to Britain in 1890, in exchange for German control over the coast of
Tanganyika and
Heligoland. In 1895 the British government claimed the interior as far west as
Lake Naivasha; it set up the
East Africa Protectorate. The border was extended to
Uganda in 1902, and in 1920 most of the enlarged
protectorate became a
crown colony. With the beginning of colonial rule in 1895, the
Rift Valley and the surrounding Highlands became the enclave of
white immigrants engaged in large-scale coffee farming dependent on mostly Kikuyu labour. There were no significant mineral resources—none of the gold or diamonds that attracted so many to South Africa. In the initial stage of colonial rule, the administration relied on traditional communicators, usually chiefs. When colonial rule was established and efficiency was sought, partly because of settler pressure, newly educated younger men were associated with old chiefs in local Native Councils. Following severe financial difficulties of the British East Africa Company, the British government on 1 July 1895 established direct rule through the East African Protectorate, subsequently opening (1902) the fertile highlands to white settlers. A key to the development of Kenya's interior was the construction, started in 1895, of a railway from
Mombasa to
Kisumu, on
Lake Victoria, completed in 1901. Some 32,000 workers were imported from British India to do the manual labour. Many stayed, as did most of the Indian traders and small businessmen who saw opportunity in the opening up of the interior of Kenya.
Portugal The
Kingdom of Portugal, a small poor agrarian nation with a strong seafaring tradition, built up a large empire, and kept it longer than anyone else by avoiding wars and remaining largely under the protection of Britain. In 1899 it renewed its
Treaty of Windsor with Britain originally written in 1386. Energetic explorations in the sixteenth century led to a
settler colony in Brazil. Portugal also established trading stations open to all nations off the coasts of Africa, South Asia, and East Asia. Portugal had imported slaves as domestic servants and farm workers in Portugal itself, and used its experience to make slave trading a major economic activity. Portuguese businessmen set up slave plantations on the nearby islands of
Madeira,
Cape Verde, and the
Azores, focusing on sugar production. In 1770, the enlightened despot
Sebastião José de Carvalho e Melo, 1st Marquis of Pombal declared trade to be a noble and necessary profession, allowing businessmen to enter the
Portuguese nobility. Many settlers moved to Brazil, which became independent in 1822. After 1815, Lisbon held the trading ports along the African coast, moving inland to take control of
Angola and
Portuguese East Africa (Mozambique). The slave trade was abolished in 1836, in part because many foreign
slave ships were flying the
Portuguese flag. In India, trade flourished in the colony of
Goa, with its subsidiary colonies of
Macau, near
Hong Kong on the
China coast, and
Timor, north of Australia. The Portuguese successfully introduced
Catholicism and the
Portuguese language into their colonies, while most settlers continued to head to Brazil.
Italy to the Italian general, 1912
Italy was often called the
least of the great powers for its weak industry and weak military. In the Scramble for Africa of the 1880s, leaders of the new nation of
Italy were enthusiastic about acquiring colonies in Africa, expecting it would legitimize their status as a power and help unify the people. In North Africa, Italy first turned to
Tunis, under nominal Ottoman control, where many Italian farmers had settled. Weak and diplomatically isolated, Italy was helpless and angered when France assumed a
protectorate over Tunis in 1881. Turning to East Africa, Italy tried to conquer the independent
Ethiopian Empire, but was massively defeated at the
Battle of Adwa in 1896. Public opinion was angered at the national humiliation by an inept government. In 1911 the Italian people supported the
seizure of what is now Libya. During the 1880s, the Italian military and government showed interest in acquiring territorial footholds in China similar to other European powers, inspired partly by Germany's success in securing
Jiaozhou Bay and Britain-France's own concessions. In this context, Italy explored the idea of leasing
Taiwan from the Qing dynasty. The proposal was never realized, and historical records indicate it remained a discussion or consideration rather than an official lease agreement. The Italian curiosity about Taiwan reflected broader
European imperial competition in East Asia during the late Qing period, but no formal concession was granted to Italy on the island. Which occurred
Sanmen Bay Affair, China, when the Kingdom of Italy sought to establish a territorial concession in Sanmen Bay (Sānmén Xiàn), Zhejiang Province. Italy dispatched the armored cruiser Marco Polo and cruiser Elba, intending to occupy the bay and compel China to grant a naval and commercial concession. The strategy included an ultimatum to the Qing government, executed through Italian Minister
Renato De Martino. Italy's approach was hasty and poorly coordinated, Conflicting telegrams from Italy's Foreign Minister
Felice Napoleone Canevaro caused De Martino to present an ultimatum even after initial orders to halt naval action. Italy assumed support from Britain, but the British government explicitly refused to endorse any military enforcement. The Qing response was firm as Chinese's
Tsungli Yamen summarily rejected Italy's demands, returning diplomatic notes unopened. Italy struggled diplomatically to salvage the situation, issuing revised and contradictory demands. The successful refusal enhanced China's confidence in resisting foreign powers, at least temporarily. The Sanmen Bay failure remained a symbol of "Italian national humiliation" but also spurred Italy's later cautious approach to Chinese concessions. Historians suggest that this overestimation of Chinese strength influenced the imperial court to later support the Boxer Uprising, a violent anti-foreign movement led eight powers intervention. Italian diplomacy over a twenty-year period succeeded in getting permission to seize Libya, with approval coming from Germany, France, Austria, Britain, and Russia. A centerpiece of the
Italo-Turkish War of 1911–1912 came when the
Royal Italian Army took control of a few coastal cities against stiff resistance by the
Ottoman Army as well as the local tribesmen. After the peace treaty gave Italy control it sent in
Italian settlers, but suffered extensive casualties in its
brutal campaign against the tribes.
Rise of Japan Starting in the 1860s
Japan rapidly modernized along Western lines, adding industry, bureaucracy, institutions and military capabilities that provided the base for imperial expansion into Korea, China, Taiwan and islands to the south. It saw itself vulnerable to aggressive Western imperialism unless it took control of neighboring areas. It took control of
Okinawa and
Formosa. Japan's desire to control
Taiwan,
Korea, and
Manchuria, led to the first
Sino-Japanese War with China in 1894–1895 and the
Russo-Japanese War with Russia in 1904–1905. The war with China made Japan the world's first Eastern, modern imperial power, and the war with Russia proved that a Western power could be defeated by an Eastern state. The aftermath of these two wars left Japan the dominant power in the
Far East with a sphere of influence extending over southern Manchuria and
Korea, which was formally annexed as part of the Japanese Empire in 1910.
Okinawa Okinawa island is the largest of the Ryukyu Islands, and paid tribute to China from the late 14th century. Japan assumed
suzerainty of the entire Ryukyu island chain in 1609 jointly with China, and formally incorporated the
Ryukyu Kingdom into Japan in 1879.
War with China Friction between
China and Japan arose from the 1870s from Japan's control over the
Ryukyu Islands, rivalry for political influence in
Korea and trade issues. Japan, having built up a stable political and economic system with a smaller but modern and well-trained army and navy, easily defeated China in the
First Sino-Japanese War of 1894. Japanese soldiers massacred the Chinese after capturing
Port Arthur on the
Liaodong Peninsula. In the harsh
Treaty of Shimonoseki of April 1895, China recognized the independence of Korea, and ceded to Japan
Taiwan (Taiwan), the
Penghu Islands and the
Liaodong Peninsula. China was further obligated to pay Japan a war indemnity of 200 million silver taels, open five new ports to international trade, and foreigner entities (Japan and other Western powers generally) to establish and operate factories in these cities. However, Russia, France, and Germany saw themselves disadvantaged by the treaty and in the
Triple Intervention forced Japan to return the Liaodong Peninsula in return for a larger indemnity. The only positive result for China came when those factories led the
industrialization of urban China, spinning off a local class of entrepreneurs and skilled mechanics.
Taiwan The island of Taiwan (Formosa) had an
indigenous population when Dutch traders in need of an Asian base to trade with Japan and China arrived in 1623. The
Dutch East India Company (VOC) built
Fort Zeelandia. They soon began to
rule the natives.
China took control in the 1660s, and sent in settlers. By the 1890s there were about 2.3 million Han Chinese and 200,000 members of indigenous tribes. After its victory in the
First Sino-Japanese War in 1894–1895, the peace treaty ceded the island to Japan. It was
Japan's first colony. Japan expected far more benefits from the occupation of Taiwan than the limited benefits it actually received. Japan realized that its
home islands could only support a limited resource base, and it hoped that Taiwan, with its fertile farmlands, would make up the shortage. By 1905, Taiwan was producing rice and sugar and paying for itself with a small surplus. Perhaps more important, Japan gained Asia-wide prestige by being the first non-European country to operate a modern colony. It learned how to adjust its German-based bureaucratic standards to actual conditions, and how to deal with frequent insurrections. The ultimate goal was to promote
Japanese language and
culture, but the administrators realized they first had to adjust to the
Chinese culture of the people. Japan had a civilizing mission, and it opened schools so that the peasants could become productive and patriotic manual workers. Medical facilities were modernized and mortality rates plunged. To maintain order, Japan imposed a police state that closely monitored the civilian population. Unlike
their other colonies, Formosa was intended to eventually be annexed into Metropolitan Japan and Taiwan even had seats in
House of Peers. When Japan surrendered to the allies in 1945, it was stripped of her empire and Taiwan was returned to China after over 50 years of Japanese administration.
Japan defeats Russia, 1904–1905 Japan felt humiliated when the spoils from its decisive victory over China were partly reversed by the Western powers (including Russia), which revised the
Treaty of Shimonoseki. The
Boxer Rebellion of 1899–1901 saw Japan and Russia as allies who fought together against the Chinese, with Russians playing the leading role on the battlefield. In the 1890s, Japan was angered at Russian encroachment on its plans to create a
sphere of influence in Korea and Manchuria. Japan offered to recognize Russian dominance in
Manchuria in exchange for recognition of Korea as being within the Japanese sphere of influence. Russia refused and demanded Korea north of the
39th parallel to be a neutral buffer zone between Russia and Japan. The Japanese government decided on war to stop the perceived Russian threat to its plans for expansion into Asia. The
Imperial Japanese Navy opened hostilities by launching surprise attacks on the Russian
Eastern Fleet at
Port Arthur, China. Russia suffered multiple defeats but Tsar
Nicholas II fought on with the expectation that Russia would win decisive naval battles. When that proved illusory he fought to preserve the dignity of Russia by averting a "humiliating peace". The complete victory of the Japanese military surprised world observers. The consequences transformed the balance of power in East Asia, resulting in a reassessment of Japan's recent entry onto the world stage. It was the first major military victory in the modern era of an Asian power over a European one.
Korea In 1905, the Empire of Japan and the Korean Empire signed the
Japan–Korea Treaty of 1905, which brought Korea into the Japanese sphere of influence as a protectorate. The Treaty was a result of the Japanese victory in the Russo-Japanese War and Japan wanting to increase its hold over the
Korean Peninsula. It led to the signing of the
1907 Treaty two years later. The 1907 Treaty ensured that Korea would act under the guidance of a Japanese resident general and Korean internal affairs would be under Japanese control. Korean Emperor
Gojong was forced to abdicate in favour of his son,
Sunjong, as he protested Japanese actions in the Hague Conference. Finally in 1910, the
Annexation Treaty formally annexed Korea to Japan.
Dividing up China (the United States) in 1899 demands an "open door" while major powers plan to cut up
China for themselves;
Germany,
Italy,
Britain,
Austria-Hungary,
Russia &
France are represented by
Wilhelm II,
Umberto I,
John Bull,
Franz Joseph I (in rear)
Uncle Sam,
Nicholas II, and
Émile Loubet.
Punch Aug 23, 1899 by
J. S. Pughe After wartime defeats by Britain, France and Japan, China remained nominally a unified country. In practice, European powers and Japan took effective control of certain port cities and their surrounding areas from the middle nineteenth century until the 1920s. Technically speaking, they exercised "
extraterritoriality" that was imposed in a series of
unequal treaties. In 1899–1900, the United States won international acceptance for the
Open Door Policy whereby all nations would have access to Chinese ports, rather than having them reserved to just one nation. German-American-Chinese triple alliance was proposed on 1907–1908. Germany proposed an entente that would align Germany, the United States, and China, a stance supported by Russia or Austria-Hungary, effectively countering existing Anglo-French-Japanese pact. Germany sent Prince von Bülow to negotiate a potential tripartite treaty with Chinese officials (including Yuan Shikai) and President Roosevelt but ultimately unsuccessful diplomatic arrangement aimed at balancing international power in East Asia. Instead, the situation led indirectly to the Gentlemen's Agreement of 1907, focusing more narrowly on U.S.-Japanese negotiations concerning immigration policy, rather than a formal multilateral alliance. Political instability in China, including the death of the Empress Dowager Cixi, which shifted priorities.
British policies Free trade imperialism Britain, in addition to taking control of new territories, developed an enormous power in economic and financial affairs in numerous independent countries, especially in Latin America and Asia. It lent money, built railways, and engaged in trade. The
Great Exhibition of 1851 clearly demonstrated Britain's dominance in engineering, communications and industry; that lasted until the rise of the United States and Germany in the 1890s.
Splendid isolation Historians agree that
Lord Salisbury as foreign minister and prime minister 1885–1902 was a strong and effective leader in foreign affairs. He had a superb grasp of the issues, and proved: ::a patient, pragmatic practitioner, with a keen understanding of Britain's historic interests....He oversaw the partition of Africa, the emergence of Germany and the United States as imperial powers, and the transfer of British attention from the Dardanelles to Suez without provoking a serious confrontation of the great powers. In 1886–1902 under Salisbury, Britain continued its policy of
splendid isolation with no formal allies. Lord Salisbury grew restless with the term in the 1890s, as his "
third and final government found the policy of 'splendid isolation' increasingly less splendid," especially as France broke from its own isolation and formed an alliance with Russia.
Policy toward Germany Britain and Germany each tried to improve relations, but British distrust of Kaiser
Wilhelm II of Germany for his recklessness ran deep. The Kaiser did indeed meddle in Africa in support of the Boers, which soured relations. The main accomplishment was a friendly 1890 treaty. Germany gave up its coastal territory in Kenya in Africa and acquired the
Heligoland islands, off
Hamburg, which were essential to the security of Germany's ports. Overtures toward friendship otherwise went nowhere, and a great
Anglo-German naval arms race worsened tensions, 1880s–1910s.
Liberal Party splits on imperialism Liberal Party policy after 1880 was shaped by
William Gladstone as he repeatedly attacked
Benjamin Disraeli's imperialism. The
Conservatives took pride in their imperialism and it proved quite popular with the voters. A generation later, a minority faction of Liberals became active "
Liberal Imperialists". The
Second Boer War (1899 – 1902) was fought by Britain against and the two independent
Boer republics of the
Orange Free State and the
South African Republic (called the Transvaal by the British). After a protracted hard-fought war, with severe hardships for Boer civilians, the Boers lost and were absorbed into the British Empire. The war bitterly divided with Liberals, with the majority faction denouncing it.
Joseph Chamberlain and his followers broke with the Liberal Party and formed an alliance with the Conservatives to promote imperialism. ==The Eastern Question==