Contents Preface iii Glossary 1 Core Module I: Personal Development 2 Core Module II: Characteristics of Hong Kong Society 6 Core Module III: Development of Modern China 11 Core Module IV: Globalization 17 Optional Module I: Religion and Life 23 Optional Module II: Human-Environment Relationship 30 Optional Module III: Relationship between Mass Media and Modern Culture 34 Exemplary Learning Activities 39 Exemplar 1 Core Module I – 2 c 40 Exemplar 2 Core Module II – 1 a 54 Exemplar 3 Core Module II – 1 b 66 Exemplar 4 Core Module II – 1 c 82 Exemplar 5 Core Module III – 1 a 95 Exemplar 6 Core Module III – 1 b 112 Exemplar 7 Core Module III – 2 a 132 Exemplar 8 Core Module IV – 1 a, 1 b 148 i Exemplar 9 Optional Module I – 3 b 169 Exemplar 10 Optional Module II – 1 a 177 Exemplar 11 Optional Module III – 1 c 182 Exemplar 12 Optional Module III – 1 c 192 ii Preface Among its recent proposals for education reform in Hong Kong, the Education Commission recommends the provision of ‘a broad senior secondary curriculum to enable students to acquire experiences in various key learning areas, construct a broad knowledge base and enhance their ability to analyze problems’ (Education Commission, September 2000). The Integrated Humanities (IH) (S4-5), designed primarily for students not taking any subjects in the Personal, Social and Humanities Education Key Learning Area (PSHE KLA), represents a response to this proposal. It seeks to provide students, particularly those of the science and technology-oriented streams, with learning experience in the PSHE KLA which seeks to build a broad knowledge base and a rich repertoire of skills and abilities. The Supporting Materials on Integrated Humanities (S4-5): Glossary and Exemplary Learning Activities is part of a series of learning and teaching materials being developed by the Education and Manpower Bureau (EMB) for the implementation of the new subject. The General Education Centre (GEC) of the Hong Kong Polytechnic University (HKPolyU) has been commissioned by EMB to prepare this booklet. Authorship is duly acknowledged in the glossary for the modules as well as in each exemplary learning activity. The PSHE Section of the Curriculum Development Institute, EMB has taken up the responsibility to edit and polish the glossary and the exemplary learning activities iii to make them better suit the contexts of local secondary schools. Schools are encouraged to adapt the materials for educational use according to their contexts. NO part of the documents shall be duplicated for commercial purposes. We welcome feedback and suggestions from teachers. Please send them to: Chief Curriculum Development Officer (Personal, Social and Humanities Education) Curriculum Development Institute Education and Manpower Bureau 13/F Wu Chung House 213 Queen’s Road East Wan Chai Hong Kong or by e-mail to pshe@emb.gov.hk, or by fax on 2573 5299 / 2575 4318. For further enquiries, please contact the PSHE Section, Curriculum Development Institute (CDI) on 2892 5735 or 2892 5859. iv Glossary This Glossary is compiled to facilitate teachers’ understanding of the concepts related to the different modules of the Integrated Humanities (S4-5) Curriculum. It is by no means an authoritative dictionary on the subject. It is not intended for use by students. There are terms that have more than one entry in the glossary. When they do, they carry varied emphases according to their different contexts. 1 Glossary – Core Module I Core Module I Personal Development1 Anger Anger is a responsive emotion, which is based on the belief that an offence has occurred, together with a desire to punish the offender for the offence. Commitment An engagement or undertaking of an obligation which restricts one’s freedom of action. Being committed to a relationship does not imply that one will never give up that relationship, but it does imply that one will not abandon the relationship as soon as it becomes unpleasant or ceases to be personally beneficial. An engagement or undertaking of an obligation restricts one’s freedom of action. Consequences The states of affairs brought forth by one’s action. Consequences include direct and indirect consequences. There are different conceptions of consequences, including intended consequences, actual consequences, and reasonably expected consequences. The conception of consequences most relevant to moral appraisal is reasonably expected consequences. Duty What a person is morally required to do (moral duty). What a person is required to do on the basis of her role or occupation is also called duty (role duty or occupational duty). Empathy The ability of seeing things from another person’s perspective such that one can fully understand the feeling of that person. Empathy is not the same as “sympathy”. To be able to fully understand another person’s feeling does not mean that we share the person’s feeling. For example, we may understand why a person is so angry without sharing the anger of the person. Envy Envy is hatred of others because of their possessions, achievements or virtues. Equality Equality does not mean “sameness”. Equality usually refers to equal political status or equal rights. Men and women, the rich and the poor, white and black, are of course not the same, but their differences do not mean that they cannot have equal political status or rights. 1 This list of glossary is prepared by Dr. YU Kam-por, GEC, HKPolyU. 2 Glossary – Core Module I Forgiveness Forgiveness is the decision or act of giving up or avoiding negative attitudes (such as anger or hatred) toward someone for something wrong that they have done. Friends People with whom one enjoys mutual affection and regard. Aristotle distinguishes three kinds of friends: friends based on mutual pleasure, friends based on utility, and perfect friends. There are two Chinese characters for the term friends: the character “peng” depicts two strings of shells (representing material benefits), and the character “you” depicts two right hands (representing likeness of mind or affection). The two characters symbolically represent two different conceptions of friendship. Golden Rule A basic moral principle that can be found in almost every culture (Cf. Browne 1946; Gensler 1996). Two of the best known formulations of the principle are from Confucius and Jesus. Confucius said, “Do not do to others what you do not want others to do to you.” (The Analects, Book XII, Chapter 2) He also said, “Help others to take their stand in so far as one wishes to take one’s stand. Get others there in so far as one wishes to get there.” (The Analects, Book VI, Chapter 30). Jesus said, “Do to others what you would have them do to you.” (Bible, The Gospel of Matthew 7: 12). Hatred Hatred is an emotion with an object. It is based on the belief that someone or something is bad, together with the desire to hurt, destroy, or at least to remove it from one’s presence. Informed consent The ethical principle of obtaining the consent of a person before doing something to that person. There are three elements of informed consent: (1) information; (2) comprehension; (3) voluntariness. Firstly, the person should be given relevant, accurate, and sufficient information. Secondly, the person should have enough comprehension of the information given to her. Finally, the person should make the choice under no coercion. Inner conflicts Inner conflicts arise when there are conflicts among one’s desires, the satisfaction of one will lead to the frustration of another. 3 Glossary – Core Module I Interpersonal communication Interpersonal communication is a special form of human communication. It refers to the process of two persons interacting with and mutually influencing each other, usually for the purpose of managing relationships. Interpersonal communication is to be contrasted with impersonal communication, where two persons only respond to the roles of each other, rather than treating the other person as a unique human being. Interpersonal conflicts Interpersonal conflicts occur in situations where two persons must divide or share benefits or duties, such that the gain of one is the loss of another. There are different ways of ending a conflict: (1) separation (withdrawal); (2) dominance (one person wins); (3) compromise (each person gives in a little); (4) integrative agreement (a solution is found that satisfies both persons’ needs); and (5) structural improvement (long-term changes in the relationship). Openness Willingness to consider new ideas and new options. Peers People of similar age, status, interests, etc. Prudence Care of one’s own long-term and substantial interest. Examples of prudence include saving money for use in the future, refusing to eat delicious but unhealthy food. Responsible Willing to accept the consequences of one’s action. A person who fails to do her/his duty can also be a responsible person if s/he is willing to take up the consequences of failing to do her/his duty. Right A right is a legitimate interest. The right holder may rightfully demand from the parties concerned to fulfill their corresponding duties. Self-awareness Self-awareness is a person’s understanding of who he or she is. Self-awareness can be enhanced by asking yourself about yourself, asking others for their perception about yourself, and by carefully observing their interactions with you. Self-control The ability of living according to one’s values and standards of rationality, in so far as one has the capacity to do so. Self-esteem Self-esteem means self-affirmation – feeling good about oneself and approving of oneself. Self-affirmation is a subjective matter, and it can be excessive or unwarranted. 4 Glossary – Core Module I Self-love Self-love means love of oneself. Self-love is not the same as selfishness, as a person who is selfish may not like or love herself, and a person who likes or loves herself is more likely to be kind to other people (that is, less selfish). Self-respect Self-respect consists of valuing oneself on the basis of one’s own conduct and moral integrity. A person cannot have a high degree of self-respect if she does not regard herself as a morally good person. Self-respect is not the same as self-esteem. Self-esteem is a purely psychological idea, but self-respect is a moral concept. Sexual double standard The belief that a particular behaviour is acceptable for one gender but not for the other. Stereotype An over-simplified mental picture of people on the basis of limited information about them, such as ethnic origin, religious affiliation, sexual orientation, gender, or even body size or weight. Sympathy The state of being affected with a feeling similar to that of another person. Sympathy means having a similar feeling as another person. If another person is happy, one shares the happy feeling. If another person is sad, one shares the sad feeling. Values One’s principles or standards on the basis of which one makes choices or decisions. The values of two persons are different if different items are included or if the priorities given to the same set of items are different. Well-being Well-being is happiness in the broad sense (happiness in the narrow sense refers to pleasure or pleasant feeling). It is related to good life and human prosperity. 5 Glossary – Core Module II Core Module II Characteristics of Hong Kong Society1 Absolute poverty It refers to an extreme destitute state in which the individual lacks necessary subsistence to meet a minimal level of physical existence. This includes deprivation of food, safe drinking water, sanitation facilities, shelter, and so on. The Comprehensive Social Security Assistance Scheme Comprehensive Social Security (CSSA) aims at providing a safety net for those proven to be in need of financial assistance. It is designed to bring Assistance Scheme their income up to a prescribed level to meet their basic needs. It is non-contributory but means-tested. Democracy A political system that allows citizens to participate in political decision-making or to elect representatives to government bodies. It uses the “majority rule” mechanism, while at the same time upholding the principle of protecting “minority rights”. De-industrialization A process through which the number of jobs in traditional industrial sectors (such as raw materials and manufacturing) declines in absolute terms and also, compared with the volume of service-sector work in the economy, in relative terms too. Deskilling A process through which firms respond to the threat of competition and deindustrialization by introducing more machine-based technologies which can replace the skill and knowledge of human labor. Direct democracy A political system in which citizens make decisions collectively by means of regular assembly, referendum, and so on. Direct discrimination It occurs when a person is treated less favorably than another person in comparable circumstances because of a person’s sex, race, family status, disability, and so on. Disadvantaged groups Groups which are often neglected by society or are rather helpless. They refer to people who share the same problems or with the same needs, such as the chronically ill, the elderly, the unemployed, and so on. 1 This list of glossary is prepared by Dr. Day WONG Kit-mui, GEC, HKPolyU. 6 Glossary – Core Module II Discrimination Activities that deny the members of a particular group to receive resources or rewards which can be obtained by others. Discrimination can be distinguished from prejudice, although the two are usually closely associated. Discrimination refers to the behavioral or institutional dimension, whereas prejudice refers to the dimension of understanding. It can be that individuals who have prejudice against others do not engage in discriminatory practices against them; conversely, people may act in a discriminatory fashion even though they have no prejudice against those subject to such discrimination. Equal Opportunity All members of a society should be given the opportunity and means to develop their potential and capacities which may be inherently different. Equality It refers to the same status, rights and responsibilities being made available to all members of a society. Gini Coefficient It is often used to indicate disparity in household income. The Gini coefficient takes the value between zero and one. The larger the value of the Gini coefficient, the greater the income disparity. High degree of autonomy In accordance with the provisions of the Basic Law, the Hong Kong Special Administrative Region shall enjoy executive, legislative and independent judicial power, including that of final adjudication. The Central People’s Government shall be responsible for the foreign affairs relating to Hong Kong, the defence of Hong Kong, and the appointment of the Chief Executive and the principal officials of the executive authorities of Hong Kong. Hong Kong People ruling Hong Kong In accordance with the provisions of the Basic Law, the executive authorities and legislature of the Hong Kong Special Administration Region shall be composed of permanent residents of Hong Kong. No department of the Central People’s Government and no province, autonomous region, or municipality directly under the Central Government may interfere in the affairs which the Hong Kong Special Administration Region administers on its own. Indirect discrimination It occurs when a condition or requirement, which is not justifiable, is applied to everyone but in practice adversely affects persons of a particular group. 7 Glossary – Core Module II Industrial policy An industrial policy, interpreted in an interventionist way, refers to a set of policies designed to increase the viability of the industry. They include replacing sunset industries with sunrise industries, channeling investment where long-term profitability to society is highest, active government participation in the training of workers and the innovation of products and production processes. Laissez-faire policy The policy which is based on the idea that governments and the law should not interfere with business, finance, or the conditions of people’s working lives. It assumes the superiority of a free market economy. Local community economy In contrast to the externally-oriented economic sectors, local community economy refers to the economic activities which can promote domestic consumption, create employment opportunities and highlight Hong Kong’s unique characteristics. It covers a wide range of activities, including cultural, recreational, sports, social and personal services; and there are many players participating, such as small traders and local domestic helpers. While there is the view that the key role of local community economy is to create jobs, other proponents emphasize that its principal role is to facilitate community self-help through reciprocal exchange of goods and services in order to provide alternative means of livelihood beyond employment. Local identity The qualities, beliefs, ideas that make people feel that they belong to the local community and that they are different from outsiders. One country, two systems With effect from 1 July 1997, the Government of the People’s Republic of China resumes the exercise of sovereignty over Hong Kong. Under the principle of ‘one country, two systems’, the socialist system and policies will not be practised in Hong Kong. The existing capitalist system and way of life shall remain unchanged for 50 years. Patriotism Passionate identification with a state on the part of its citizens. If the state is attacked from outside, patriotism makes the defending soldiers a formidable force. Governments usually encourage nationalism – not necessarily hatred of others, but national pride – by holding parades, highlighting national symbols like the national flag, presenting the state’s history to schoolchildren, and so on. 8 Glossary – Core Module II Pluralistic The belief that there should not simply be a single standard or way of life. Rather, it is necessary to accommodate a variety of opinions, principles, and ways of life. Polarization of labor market A labor market divided between jobs which are well-paid and secure and those which are not. Political participation The various means by which organizations and individuals influence the nature and content of governmental activities. The means include expression of public opinions, organization of rallies, formation of interest groups or pressure groups, election of political representatives, and so on. Positive non-intervention While the government follows a hands-off policy in regard to industries, it intervenes actively in the major sectors of society, including housing, transportation, public health and education, in order to nurture a favorable environment for economic growth and to meet people’s basic needs. Poverty It refers to the state of a lack of resources, usually in a material sense but can also be in a social and cultural sense. In order words, people can be said to be in poverty not only when they lack adequate food and shelter, but also when they lack resources to participate in cultural activities that are customary in the society to which they belong, such as giving out red-packets in Lunar New Year in the case of Hong Kong. Prejudice The holding of unfounded ideas about a person or a group of people; ideas that are resistant to change. When we have prejudice against others, we tend to find faults with what they do and select only those pieces of information which reinforce our basic opinion. Relative poverty It defines poverty in relation to the general standard of living in society and thereby takes the people who are living below this general standard as poor. Representative democracy A political system in which power is held by citizens and exercised indirectly through elected representatives who make political decisions. It is also referred to as indirect democracy. Rule of law The principle that every member of a society, even the ruler, must follow the law. 9 Glossary – Core Module II Social security In a narrow sense, social security refers to the financial assistance provided for those in need because of illness, unemployment, accident, aging, and so on. In a broad sense, social security refers to an institution which ensures citizens of a fulfilled life. The areas covered include health, education, housing, work, recreation and culture. The scheme aims at encouraging and assisting CSSA Support for Self-reliance Scheme recipients towards paid employment and self-reliance. It consists of three components: the provision of personalized service to help the unemployed recipients to find work; the provision of community work to help the unemployed recipients to build up their self-esteem and work habit; and the provision of an incentive, by disregarding part of their earned income, to encourage recipients to continue working. 10 Glossary – Core Module III Core Module III Development of Modern China1 Corruption This term refers to the illegal act of getting money or material benefits through one’s office and power. Examples include acceptance of bribery and collecting extra taxes without permit. Deng Xiaoping’s reforms After Deng Xiaoping came to power in 1979, he no longer wished to aim at “outperforming the British and the Americans” in heavy industries. He sought to move from a “planned economy” to a “market economy” through the delegation of business management powers. In view of China’s strengths in human and natural resources, he emphasized the development of agriculture and light industries. Enterprises of the Enterprises of the non-public sector is not yet a legal concept. In general, it includes collectively-owned non-public sector enterprises, private enterprises, Sino-foreign joint equity enterprises, Sino-foreign cooperative enterprises, sole foreign investment enterprises, and state-owned enterprises managed under the contract-management responsibility system. Household Registration System 1 Under this system, the entire population of China falls under two categories, namely agricultural and non-agricultural. With no permanent urban residence rights, rural migrants are not eligible for the wide range of essential benefits available to urbanites, including employment, education and social security. As of 1 October 2001, a reform of the system has been introduced in more than 20,000 urban areas at and below the small city-level. Urban household registers (hukous) would be granted to rural residents with a stable job and accommodation in the city. This list of glossary is prepared by Mr. TAM Ka-chai, GEC, HKPolyU. 11 Glossary – Core Module III Household Contract Responsibility System After the third plenum of the 11th Communist Party of China (CPC) Central Committee held in December 1978, China’s agricultural economic system came under reform. The main aspect of the reform is the household contract responsibility system or “responsibility system” in short. This means that while land, large-sized agricultural machines and tools, and irrigation facilities are still collectively owned, the management rights of land is separated from ownership, and given over to families who would run the business. After paying taxes, expenses and fees, they can decide what to grow, how and when to grow according to their own situations. In this way, individual incentives are greatly enhanced. Laid-off workers This term is used specifically to refer to people who are laid off from positions in state-owned enterprises. The government gives them a certain amount of allowance and looks for other job opportunities for them. Therefore, the government does not consider them as unemployed and treats them differently from the unemployed. Local official’s management deficiencies Officials below the provincial level are seldom strictly monitored by the Central People’s Government. Some have very little understanding of the problems and needs of the general public, and often lack in management skills. Migrant population People who leave their hometown for various reasons and stay and work temporarily in other places. Ministry of Civil Affairs The Ministry of Civil Affairs is a department of the State Council. One of its responsibilities is to guide the democratic election of villagers’ committees and democratic decision-making, democratic management and supervision. The ministry promotes openness in village affairs and builds up democratic political system at grass-root level. It also attempts to build up neighbourhood committees in urban areas and promote urban community development. National development These strategies are formulated by the Central People’s Government indicating targets, directions and practical strategies ways for the development of the whole country. Peasant labor People who leave their rural villages and live and work in cities as factory workers or customer services providers for a higher income. 12 Glossary – Core Module III Planned economy This mode of economy is the opposite of “market economy”. The government plans and influences the demand and supply of goods and services, so that the expected development can be obtained. The government manipulates and controls prices through administrative orders and the power of government departments. As a result, goods in demand may still be sold in a low price but goods with a large supply may be sold in a high price. Relationship between the cadres and the general public Chinese government officials at the foundation level are commonly called cadres. Corrupt and incapable cadres have poor relationship with the common people, hurting authority of the government as well as the common good. Social security system The systems and policies which aim to maintain a minimum standard of living among the general public. The provisions include minimum wage, medical insurance, old-age insurance, unemployment insurance, etc. Socialist Market Economy In October 1984, the 3rd plenum of the 12th CPC Central Committee affirmed that China’s socialist economy is based on public ownership and a planned market economy. On 23rd October 1985, Deng Xiaoping said to foreign visitors, “There is no fundamental contradiction between socialism and the market economy. The question is the kind of method we should use to effectively increase productivity.” When Deng Xiaoping visited the Southern provinces at the beginning of 1992, he further pointed out that neither more planning nor more market freedom constitutes the basic difference between socialism and capitalism. Planning alone does not equate socialism; capitalism also has its own planning. Similarly, the market economy alone does not equate capitalism while socialism also has elements of the market economy. Planned economy and market economy are simply economic tools. 13 Glossary – Core Module III Special Economic Zone In July 1979, the CPC Central Committee and the State Council imposed special policies and foreign trade privileges on two provinces – Guangdong and Fujian, where trial “Export Zones” were established. In March 1980, they were formally named Special Economic Zone (jingji tequ). On 26th August in the same year, the 15th Standing Committee of the National People’s Congress designated Shenzhen, Zhuhai, Shantou in Guangdong and Xiamen in Fujian as Special Economic Zones, in order to attract foreign capital and modern technology and management methods. In April 1988, the State Council approved the designation of Hainan Province as a Special Economic Zone. State-run enterprise These enterprises are wholly owned by the government and operate under the direct control of government officials. They set production targets according to the plans and requirements of the state. State-owned enterprise These enterprises are owned by the state but their daily operations are left to the management staff. They are allowed their own production plans and financial budgets. After satisfying the financial requirements of the state, they can re-invest their profits to pursue development goals set by themselves. State-owned enterprise reforms State-owned enterprises came into existence because of the planned economy. But, given new market conditions, significant changes must be taken over management style, structure and development strategies of these enterprises. Reforms began with the delegation of management powers to staff members who are in charge. Later, further reforms were introduced to fight the problems of heavy debts, immense social responsibilities and redundant personnel. These reforms will continue as the problems in these enterprises will not go away with China’s entry into the World Trade Organization. Surplus work force When people who want to work outnumber the available positions, many will not be able to find jobs and become part of the surplus work force. Three Theory Represents The Three Represents theory, put forward by former President Jiang Zemin, refers to that the CPC represents the development trends of advanced productive forces, the orientations of an advanced culture, and the fundamental interests of the overwhelming majority of the people of China. 14 Glossary – Core Module III Township and Village Enterprises Township and Village Enterprises (TVEs) (xiangzhen qiye) began in early 50s. It was the sideline business of peasants’ association (nongye she). After 1958, it was separated from the agricultural sector and developed into a composite industry within the rural economy called brigade enterprises (shedui qiye). On 1st March 1984, the CPC Central Committee and the State Council replaced brigade enterprises with TVEs. Participants in these enterprises are usually peasants. They mainly involve in labor-intensive production, and the TVEs are the main source of extra income. In addition, TVEs are important because they absorb rural labor. TVEs are collectively or privately owned without direct governmental control. They have high flexibility and strong adaptability. They are involved in industry, commerce, transportation, construction and restaurants, etc. Unbalanced regional development Since the 1980s, economic development in China is always strong in the coastal cities in the east. Comparatively speaking, inland and western regions have moved much slower. As a result, there is a huge gap between the living conditions of coastal cities and the inland. Unchecked flow of population When too many peasants rush to the cities, all available jobs are quickly filled. Those who become unemployed remain however, and cause problems of public order and hygiene. Villagers’ Assembly It is composed of villagers aged 18 and above of the village. The villagers’ committee is accountable to it. The villagers’ assembly audits every year the work report of the villagers’ committee, and evaluates the villagers’ committee members’ work. Villagers’ Committee Villagers’ committees are grassroots mass autonomous organizations for villagers’ self-administration, self-education and self-service in the exercise of democratic election, democratic decision-making, democratic administration and democratic supervision. Village officials This refers to members of the villagers’ committees, especially the chairpersons. 15 Glossary – Core Module III Villagers’ Representatives Villagers’ representatives, one for every 5 to 15 households, are selected by villagers living in large villages or villagers living far from each other. Villagers’ representatives shall keep a close contact with villagers, reflect in time villagers’ opinions, proposals and demands. They discuss and decide on the matters authorized by the villagers’ assembly. 16 Glossary – Core Module IV Core Module IV Globalization1 (Anti-)Americanism Americanism denotes the influence of the American way of life and adoption of American values by other countries because of the success and power of the United States. Anti-Americanism denotes the resistance to Americanization in order to maintain or assert one’s own social, cultural and national identities. Civil Society It is society and activities outside of government and its activities. It can serve as a check and balance for government power. Important elements of civil society are non-government media, non-governmental organizations and the private sector of the economy. Complex Interdependence It denotes the complex economic relationship among countries in the world. Developed countries export capital and technology to less developed countries. The latter exports cheaply manufactured consumer goods or spare parts to the former. Oil producing countries export oil to other countries and import from them all kinds of goods and services. There is an international division of labour, reliance upon each other and cooperation for common benefit. Cosmopolitanism It indicates the pluralistic ways of life and social values of highly developed cities or regions, in which international economic and cultural activities take place. These cosmopolitan cities are multi-cultural and are inhabited by people from different countries, and good examples are Hong Kong, Shanghai and New York. Cultural Conflict This is a theory for the analysis of present international cultural and political development. Cultural conflict arises as a result of misunderstanding or intolerance between people of different cultural background, each cherishing their own way of life and values. The worst is the “clash of civilizations” between Western, Confucian and Islamic civilizations. 1 This list of glossary is prepared by Dr. Stephen SZE Man-hung, GEC, HKPolyU. 17 Glossary – Core Module IV Cultural Imperialism This is manifested in the dominant role played by western, especially American commercial culture in the world. Its success is indicated by the prevalence of American consumer and entertainment culture all over the world, e.g. McDonald’s, Hollywood movies and Disney. This form of commercial culture possesses economy of scale and can influence social forms, value systems and economy of small countries, eroding local cultures. Cultural Resistance It is the social movement or attitudes which react against the dominant cultural, economic and political roles played by Western countries, especially the United States. Resistance is achieved by emphasizing and strengthening local cultural, social and political identities. Decolonization It is a process through which countries or regions that were colonies in the past have to undergo to get rid of elements of colonization, such as the lack of political democracy, imbalance in the distribution of power and economic wealth. The process of decolonization includes democratization, liberalization of the economy, amelioration of social and economic discrepancies, and the development of local cultural, social and political identities. De-regulation In face of globalization, countries in support of this process advocate that countries in which aspects of the economy under state control or management have to be liberalized and embrace the mechanism of the free market. This process leads the economy to international and free competition. Joining the World Trade Organization (WTO), the People’s Republic of China has to withdraw subsidies to industries, open up the market (e.g. insurance, banking, industrial and agricultural products etc.) to all members of the WTO in open competition. This policy facilitates common sharing in the international market, but can be harmful to the development of some local industries. Dualism (dualistic development) It is seen in the great difference between developed rich countries and underdeveloped poor countries, and also in the discrepancies between the rich and the poor in large cities of poor countries. This uneven development is the cause of political and social conflicts. 18 Glossary – Core Module IV Empowerment It is a process through which people who are oppressed, under-privileged or discriminated against gains understanding of their situation, and are able to find peaceful ways to assert and exercise their rights. Free trade Globalization often emphasizes the removal of all trade barriers and the promotion of free import and export of goods among states. This is part of open and free competition among states. Global Ethics To avoid conflicts among civilizations, it is suggested that a world ethics, based on necessary minimum common human values, basic attitudes and irrevocable rules, should be developed. It has to be affirmed by all religions despite their dogmatic differences, and subscribed to by non-believers. It is hoped that this global ethics can achieve consensus and peace in the world community. Global Solidarity This is an attitude and orientation of activity which sympathizes with, help and support people who are adversely affected by the process of globalization. It is based on the understanding that our well-being should not build upon the suffering of others. Globalization It is a process through which people around the globe become more connected to each other than ever before. Information and money flow more quickly than ever. Goods and services produced in one part of the world are increasingly available in all parts of the world. International travel is more frequent. International communication is commonplace. This phenomenon is called globalization. Nation-states begin to lose their full force of control over their politics, economy and culture. Great economic and political powers are concentrated in the hands of developed countries, especially the United States. Grassroots It denotes the common people in a society, who are ruled subjects. They are neither powerful nor rich, and often are ignored, under-privileged and discriminated against by the establishment. 19 Glossary – Core Module IV Hegemony It denotes the predominance of a state strong in economic and military power over other states in an international context. The United States is a typical example of a strong state. It emerged after the Second World War, and exercises hegemony over other states, forcing them to comply with its political and economic agenda. Human Development Index The Human Development Index (HDI) measures a country’s achievements in terms of life expectancy, education attainment and per capita Gross Domestic Product. Long term monitoring of the HDI can reveal whether a society is making substantial progress or whether globalization serves as a positive or negative factor for human development. Imperialism It denotes the policy of a powerful country to influence, control, even colonize weaker countries. The 19th century was the Age of Imperialism, because powerful countries scrambled for domination over weak ones for raw materials, cheap labour and outlet for their manufactured goods. International Monetary Fund The International Monetary Fund (IMF) is an international organization of 184 member countries as of June 2003. It was established in 1945 to promote international monetary cooperation, exchange stability, and orderly exchange arrangements; to foster economic growth and high levels of employment; and to provide temporary financial assistance to countries to help ease balance of payment adjustment. Critics of IMF often point to the control of IMF by wealthy states over the economic development of poorer countries. Multi-National Corporations These are giant corporations whose economic activities extend beyond one country. They are able to dominate world market, and some have control over strategic resources. Their interests are often protected by their host countries and they support globalization as a means to open up other countries for their activities. 20 Glossary – Core Module IV Nation-State A nation usually refers to a group of people sharing the same culture, history, language, religion, etc. With the advent of nationalism, a nation will form its own state. The national government exercises political sovereignty within the defined territory and pursues its own social, economic and political goals. With globalization, the political sovereignty of nation-states is weakened because of the emergence of transnational forces like the illegal drug trade as well as the evolving systems of regional and global governance. Neo-Liberalism It is a form of political thinking which emphasizes the primary importance of the freedom of the individual and the autonomy of economic institutions within the market economy. The neo-liberal ideal of economic globalization is to allow private capital and the market to determine economic, political and cultural life. Privatization It is a process through which state-owned enterprises are sold to private owners in the market. It is assumed that this can render the enterprises less bureaucratic and more cost efficient. Globalization forces many former socialist countries to privatize their state-owned enterprises in order to become more competitive. Technocracy It means the rule of the technocrats, or people who possess new forms of technology. These people are now able to determine how society develops economically, socially and culturally. Technological Determinism It is a belief that technology determines economic, cultural and political development. Terrorism It is a belief that surprise attacks can demoralize or frighten a government or its subjects. Terrorists often attack civilians of the enemy country since attacks upon military targets are difficult and can lead to great loss. It hopes to create social panic or induce political chaos by arousing discontent and rebellion. Terrorism is rampant in the present context of globalization and hegemony. Think Globally, Act Locally This is a motto of certain intellectuals and elites. It prescribes that they understand the nature and significance of globalization, but they are also able to cope with this process in the local context. 21 Glossary – Core Module IV World (Global) Capitalist System This means that all nation-states will become one complex and interdependent system of free enterprises. World Division of Labour This is a form of sharing within the world capitalist system among nation-states. Generally, developed countries provide capital and technology, while less developed countries provide cheap labour, consumer goods and services. World Trade Organization The World Trade Organization (WTO) is the international organization dealing with the trade rules between states. At its heart are the WTO agreements, negotiated and signed by most of the world’s trading states and ratified by their parliaments. The goal is to help producers of goods and services, exporters, and importers conduct their business. The result is to be a more prosperous, peaceful and accountable economic world. 22 Glossary – Optional Module I Optional Module I Religion and Life1 Agnostic An agnostic is a person who believes that nothing can be known about the existence of God or about anything except material things. Allah The Islamic name for God in the Arabic language. Used in preference to the word God, this Arabic term is singular, has no plural, nor is it associated with masculine or feminine characteristics. Apostle One who was sent by Jesus Christ to preach the Gospel. Atonement A Christian Doctrine: referring to the embodiment of Christ in human form, and the suffering and death of Christ to atone for the sins of humankind. Atheist An atheist is a person who believes that there is no God. Baptism (Christianity) Rite of initiation involving immersion in, or sprinkling or pouring of water. The rite of Baptism is a sign of spiritual cleansing by the grace of Christ and of inclusion into the community of faith. Buddha The term Buddha usually refers to Gautama Buddha, the founder of Buddhism. Buddha literally means a person who has been enlightened or awakened to ultimate reality or one who has seen the truth of dharma. Charismatic Movement Characterized by emotional, ecstatic forms of worship in which speaking in tongues and faith healing are encouraged. This is a twentieth-century phenomenon. Protestants and Catholics in the United States, since the 1960s, have been influenced by this movement. Church (i) (ii) (iii) 1 The whole community of Christians. The building in which Christians worship. A particular denomination. This list of glossary is prepared by Dr. Helena WONG Pik-wan, GEC, HKPolyU. 23 Glossary – Optional Module I Confession Contrition; penance. (i) One of seven sacraments observed by some churches whose priest confidentially hears a person’s confession. (ii) An admission by a Christian of wrong-doing. (iii) A particular official statement (or profession) of faith. Creed (Christianity) Summary statement of religious beliefs, often recited in worship, especially the Apostles’ and Nicene Creeds. Deontology Deontology is a non-consequentialist ethical theory. The moral worth of an action does not depend on its consequences, but on some feature inherent in the action itself. Deontology is a rule-based morality. It proposes that an action is right if it conforms to a proper moral rule (where that rule does not necessarily refer to the consequences of the action.). Dharma (Dhamma) (Buddhism) Teaching from Buddha, universal law or duty; ultimate truth. The law or principle underlying social and physical life in the Buddhist tradition. Dharma (Hinduism) Religion or religious duty is the usual translation, but literally it means the intrinsic quality of the self or that which sustains one’s existence. Duhkha (Dukkba) Suffering; ill; misery; imperfection. The nature of existence according to the first Noble Truth. Eschatology Derived from two Greek words, eschatology means “end” or “final”. Central to eschatology, therefore, are beliefs about death, resurrection, the return of Jesus, judgment, and the Kingdom of God. In both the Old and New Testaments eschatological writers were concerned with the ultimate triumph of God over evil. Eucharist Communion; the Lord’s Supper; one of the principal Christian sacraments. 24 Glossary – Optional Module I Feng Shui (Geomantic omen) A term used for geomancy in China, the art of selecting fortunate sites for buildings and graves in order to bring fortune or avoid disasters. It is said to have been founded by a Taoist sage of the fourth century B.C., but it includes ancient ideas of the Yin and Yang, and the elements. Feng Shui is based on the notion that human must be in harmony with the universe, with natural forces, and so with wind and water. Gospel The “good news” of salvation in Jesus Christ. There are four gospels (Matthew, Mark, Luke, and John) in the New Testament (Bible) which focuses on the life and teaching of Jesus Christ. Gothic A building such as a Cathedral that is Gothic has a style of architecture that is distinguished by tall pillars, high vaulted ceilings and pointed arches. It aims to enhance believers’ spirituality and relationship with God. Guanyin Also, Kannon in Japan. The most famous bodhisattva who is a compassionate god. Guanyin was originally depicted in male form in India, but later appeared in female form in Chinese and South East Asian contexts. Hajj Annual pilgrimage to Makkah which each Muslim must undertake at least once in a lifetime if he or she has the health and wealth. Icon/Ikon Painting or mosaic of Jesus Christ, the Virgin Mary, a saint, or a Church feast. Used as an aid to devotion. Usually placed on the main partition in an Orthodox church and is regarded as a “window onto heaven”. Iconostasis Screen, covered with icons, used in Eastern Orthodox churches to separate the sanctuary from the nave. Incarnation Doctrine of the embodiment of Christ as divine in human form. Islam Peace attained through willing obedience to Allah’s divine guidance. Karma (Kamma) Originally referred to proper ritual actions, but also refers to the effects of intentional actions. According to the Law of Karma, life is a series of deaths and rebirths determined by one’s past actions. Literally, what one is now is the result of what one did in the past and what one is now affects one’s future lives. 25 Glossary – Optional Module I Khandha (Skandha) The five aggregates which comprise the individual ‘Person’ (form, feeling, perception, mental formation and consciousness). The first one is materialistic while the last four are mental in nature. Mahayana The “Great Way or Vehicle”. Mahayana Buddhism is the reformed Buddhism that emphasizes the ability of lay people to achieve spiritual release. It represents the Buddhist teachings that spread from India into East Asia and South East Asia. The Bodhisattva Ideal highlights compassion and wisdom. Makkah (Mecca) The sacred city of the Islamic religion where the Prophet Muhammad was born. Mudra (Mudda) Ritual gestures as illustrated by the hands of Buddha images. Orthodox (i) (ii) The Eastern Orthodox Church consisting of national Churches (mainly Greek or Slav), including the ancient Eastern Patriarchate. They hold the common Orthodox faith and are in communion with the Patriarchate of Constantinople. Conforming to the creeds sanctioned by the ecumenical councils, e.g. Nicaea, Chalcedon. Passion The suffering of Jesus Christ leading to his crucifixion. Pluralism The simultaneous existence of a number of different world views in a single social arena. Pluralism is characteristic of modern societies and is brought about by processes like urbanization, migration, mass education, the mass media, all of which gain additional potency under democratic conditions where the state refrains from enforcing a monopolistic world view. Pro-choice movement A social movement in the United States and Western countries. It has the support of the feminist movement. It seeks to defend a woman’s right to choose whether or not to have an abortion. Pro-life (right to life) movement Originating among Roman Catholics, this movement today embraces Catholics, Protestants and others opposed to abortion. They stress that the fetus is a “person” (potentially) and should have the right to life. 26 Glossary – Optional Module I Protestant That part of the Church which has become distinctive from the Roman Catholic and Orthodox Churches. Members professed (or ‘protested’ – hence Protestant) the centrality of the Bible and places primary emphasis on faith in Christ. There are many denominations within Protestant churches, for example, Anglicans, Baptists, Lutherans and Methodists. Qur’an The holy book of Islam, based on the revelations Muhammad received. Rabbi A teacher of the traditional Torah and learned teacher and spiritual counselor of a Jewish community. Ramadan The ninth month of the Islamic calendar during which fasting is required from dawn till sunset as ordered by Allah in the Qur’an. Redemption Derived from the practice of paying the price of a slave’s freedom; the work of Jesus Christ in setting people free through his death. Reformation The Reformation is a periodization retrospectively applied to those movements for religious reform which began about 1520 and rapidly posed a challenge to the Roman Catholic church. The movement led to the formation of the ‘Reformed Church’ in Christianity. The principal aim of the reformers (for example Martin Luther) is to bring about an “inner” conversion from ‘false’ to ‘true’ religion. Reincarnation (transmigration, rebirth) The belief that the soul or a certain power passes after death into another body and begins a new life. Some Indians and Buddhists believe that the next life depends upon the present karma (act). Religion In general, it refers to human beings’ relation to that which they regard as holy, sacred, spiritual, or divine. Basic elements of religion include prayers, rituals, moral belief, ecclesiastical institution, etc. Renaissance Period of the revival of art and literature in the 14th century Italy. The Italian Renaissance reached its peak in the 15th and 16th centuries. This Renaissance, literally a rebirth, an awakening in outlook, brought new significance to individual expression in arts and literature. Famous artists of this period include Leonardo da Vinci (1452-1519), Michelangelo (1475-1564), and Raphael (1483-1520). 27 Glossary – Optional Module I Resurrection A formal doctrine of Christianity. The raising of Christ three days after his death, and through him, the future raising of all believers. Ritual A central element in religious life: it is characterized by regular occurrence at fixed moments in the daily, weekly, monthly and annual cycles, or in the domestic cycle (Baptism, marriages and funerals). Roman Catholic Referring to that part of the Catholic Church which acknowledges the Pope in Rome as its head, as distinct from Orthodox and Protestant Churches. Sacraments Sacred signs and rituals which convey God’s grace (for example, baptism, eucharist, and the rite of ordination). Sanatan Dharma Eternal or imperishable religion; also known as Vedic Dharma. Adherents often prefer this term to Hinduism since it characterizes their belief in the revealed and universal nature of religion. Shiva and Vishnu Shiva and Vishnu are two great gods of popular Hinduism. Shiva is the “destroyer” and “Lord of the Dance”. Vishnu, in contrast, is a god of “preservation” and a savior. Sin (Christianity) (i) (ii) Act of rebellion or disobedience against the known will of God. It means doing the wrong thing or not doing the right thing according to the will of God. An assessment of the human condition as disordered and in need of transformation. Spirituality At heart, spirituality has come to mean ‘life’. It is a term which has increasingly come to mean the sacralization of life. It refers to the interior or immanent life which experiences relationship with the sacred; wisdom and knowledge is gained from such experience. Syncretism The phenomenon of two or more religions or religious traditions intermingling so as to produce new religious syntheses. Torah (Judaism) Literally means the law or teaching. The will of God as revealed in the Mosaic law. It was handed down in both written and oral form to Moses on Sinai. 28 Glossary – Optional Module I Trinity God in Christianity conceived as consisting of three persons (Father, Son, and Holy Spirit) united in one substance. Utilitarianism The ethical theory that a good or evil action is determined by its propensity to cause human happiness or unhappiness. Utilitarianism believes that an action is good if it brings about maximal happiness (or pleasure) of the largest number of people. Any action that leads to unhappiness (or pain of which we have the alternative to avoid) or more unhappiness than happiness, would be considered bad. Yoga Yoga is a form of devotion or worship. It refers to the union of the soul with the Supreme. As a religious discipline, it takes many forms. But it always focuses on physical and mental powers, consciousness raising and liberation, and ultimately and ideally, on being one with the Supreme. 29 Glossary – Optional Module II Optional Module II Human-Environment Relationship1 Alternative forms of energy They are forms of energy to replace fossil fuels. These include, for example, solar, wind, tidal and hydro power which are less polluting. Anthropocentrism It is a way of thinking that upholds human interests as the centre of all value considerations. Anthropocentrism in ecological thinking implies that the protection of environment is for the sole interests of humankind. Artificial breeding ‘Artificial’ means of human being. Artificial breeding is a technology of unnatural reproduction. For example, through artificial insemination, female animals are made pregnant and give birth. This measure can save animals threatened by extinction. Biodiversity Biodiversity refers to the variety of the world’s organisms, including their genetic diversity and the assemblages they form. The concept is broad, reflecting the interrelatedness of genes, species, and ecosystems of a given region or the world. Carnivores They are meat-eating animals which hunt for other animals or scavenge for food. Among mammals, the tiger is a typical example. Buzzards belong to scavenging bird carnivores. Eco-centrism It is a way of thinking in ecology and environmental protection which emphasizes the importance of each ecosystem, and the belief that the protection of environment should take into account the well-being of each of these systems over and above human interests. Thus it is not justifiable to destroy, modify, re-organize or create any ecosystem to suit the interests of humankind. Ecological preservation It denotes human effort to maintain the balance or stability of ecosystems, which should continue to exist without damage, even to become richer. Ecosystem It is a functional system where living organisms of a natural community exist in their living environment. For example, ocean, desert or rain forest etc, are different ecosystems. They can usually maintain a kind of balance. 1 This list of glossary is prepared by Dr. Stephen SZE Man-hung, GEC, HKPolyU. 30 Glossary – Optional Module II Endangered species When an ecosystem is upset or when it is disturbed by human activities, the propagation of the organisms within this system may be threatened. They might fail to reproduce enough off-springs and become extinct. They are threatened by extinction. Environmental citizenship The idea of environmental citizenship is first developed by ‘Environment Canada’, a non-governmental organization in Canada. The goal of environmental citizenship is a society where individuals and groups engage in responsible environmental action on the basis of knowledge and understanding. Environmental ethics Environmental ethics is based on the idea that each individual is an integral part of a larger ecosystem and that the future of humankind depends on each person acting responsibly and positively toward the environment according to a set of value. It is about making changes in our daily life and being environmental citizens all day, every day. Environmental taxation It is a form of taxation imposed against different forms of pollution for the purpose of protecting the environment. Environment taxation includes heavy tax on petroleum products which release exhaust gas, and on sewage which requires processing. Extinction The disappearance of species that cannot be revived. It may be caused by changes the living environment, presently often due to the disturbance of human activities. Food chain The transfer of energy through a series of organisms in different tropic levels. Genetic modified food Genetic modification (GM) is a specific set of technologies which seeks to alter the genetic makeup of living organisms. Combining genes from different organisms is known as recombinant DNA technology, and the product is “genetically modified” matter or food. Genetic engineering It is an advanced technology. In contrast to traditional breeding, genetic engineering involves taking genes from one species and inserting them into another in an attempt to transfer a desired trait or character. It is now possible for plants to be engineered with genes taken from bacteria, viruses, animals or even humans. 31 Glossary – Optional Module II Green philosophy It holds that humankind is only a member of nature, and should respect every part and member of nature. We should not support the exhaustive utilization of natural resources, but should try our best to protect ecological balance, so that humankind can live harmoniously with other organisms and ecological systems. Herbivores They are animals which live on plants only. They are also called plant-eaters. Cattle, sheep and horses are typical examples. They can become prey to carnivores. Instrumental value Instrumental value is defined as the value, or worth, of something serving as an instrument to satisfying needs and wants; for example, the instrumental value of biodiversity is that the mix of micro-organism, plants, and animals provides ecological services and resources vital to human welfare. In short, instrumental value says that something is useful because it is as a means to another end. Intrinsic value Something is said to have intrinsic value if it is good “in and of itself,” i.e., not merely a means to another end. Omnivores They are animals which feed on both plants and animals. Humankind, pigs and bears are typical omnivores. Overexploitation In order to achieve economic development and material wealth, humankind often excessively taps natural resources like forest, minerals, and fuel, and consequently pollute and damage nature. Such exploitation of resources can bring about the extinction of living species. Over-fishing / Over-hunting Animals reproduce themselves to maintain their number. When people fish or hunt beyond the number that the animal can replenish, this is over-fishing or over-hunting. Protected species Currently, roughly 5,000 species of animals and 28,000 species of plants in the world (whether alive, dead, stuffed, parts or derivatives; including skin, hair, egg, meat, tooth, horn, bone, shell, skeleton, gall bladder, bile and scale) are being protected in order to ensure that international trade in specimens of wild animals and plants does not threaten their survival. These species are protected by the Convention on International Trade in Endangered Species of Wild Fauna and Flora, which is an international agreement between governments. Recycling This is a way of reprocessing waste and scrap materials into new and useful products. 32 Glossary – Optional Module II Sustainable development Sustainable development is the idea that we should seek to meet the needs of the present without compromising the ability of future generations to meet their own needs. Advocates emphasize the interdependence of environmental, social and economic systems. Vegetarianism It is the belief that people should abstain from eating meat, either keeping strictly to a vegetable, grains, nuts and fruit diet. You can also eat eggs, milk, butter and cheese if you want. Vegetarianism is practised for different reasons such as environmental friendly attitude, life habits, health reasons or religious beliefs. Wildlife Plants and animals living in the wilderness without human intervention. 33 Glossary – Optional Module III Optional Module III Relationship between Mass Media and Modern Culture1 Advertisement A means to promote commodities and profitability. Advertisement is a key source of revenue for the mass media. Without advertisement, free television like TVB and ATV will not be able to sustain their operations financially. Audience Recipients of a production or performance, such as a book or television program. Audience is often considered to be attracted and passive. In reality an audience can be as positive as the producers and performers, since it has personal choice and preference. Balanced Reporting A reporting strategy employed by the mass media. Since objective truth may not always be forthcoming, reporters would identify and report the different points of view. To be balanced in this sense is to incorporate, for example, opposing views. Consumerism A culture which evolves around the promotion, sale, and possession of things. Consumption The act of buying things and services. Consumption does not simply refer to satisfying one’s basic needs like the need to keep the body warm. It also satisfies symbolic needs like self-expression, social status or self-identity (like being a young person in contrast to being an adult or a child). For example, clothing is not just used to protect our bodies, but it tells people that we are trendy or that we have good taste. Culture Traditional definition points to achievements in the field of art, literature, music, etc. However, culture is increasingly being used to refer to groupings of people and their particular ways of life. Culture in this sense stands for a common resource through which members of the group can communicate and relate with one another meaningfully. For example, we can talk about university student culture; within that group of students, they share a common lifestyle and mode of learning. Among them, a common language or other ways of communication may be developed which can be rather meaningless to people outside of the group. 1 This list of glossary is prepared by Dr. Nicky CHU, GEC, HKPolyU. 34 Glossary – Optional Module III Culture Industry A specialized term referring to the employment of mass production techniques in traditional artistic and creative activities like music, literature, and drama. According to two prominent members of the Frankfurt School, Adorno and Horkheimer, the consequences of the process include commercial interests overtaking artistic creativity. Democracy Assumption of the existence of differences in opinion and choice of action while exercising political and socio-cultural power. Based on this assumption, processes like election are put into effect so that the majority rules and minority rights are protected. Fans Followers of popular “idols”. Sometimes fans show extreme behaviour like hooliganism and stalking. But, fan behaviour is not necessarily pathological. Fans can be a form of active audience, engaging in discussion and reconstruction of the original performance. For example, fans of Star Trek, a science fiction television series, explore various ways of rewriting the space adventure. Feminism A belief and a movement for the social, political, and economic equality of the sexes. There are different schools of thought within feminism, but they all share the same belief that in a male-centred society, the female is treated unequally in areas of education, family, employment, economic and political activities, the mass media, and the design and use of public space. Feminism offers the view that physical differences should not be a reason for treating the female as inferior to the male. Freedom of Speech A basic human right. In Hong Kong it is protected by the Basic Law. Freedom of speech ensures that voices from all quarter have equal right to be heard. Freedom of speech is one of the founding stones of a democratic society. Gender Sexual identity, especially in relation to society or culture. Sexes like male and female refer to what one is born with. Gender is a cultural identity with ideas and traditions about the two sexes. For example, according to traditional Chinese morality, men should be ambitious and career minded, but women are confined to the role of looking after their husbands and families. As time passes and society changes, views on gender division of labour also changes. Today most of us accept that man and woman should have their own career. 35 Glossary – Optional Module III Globalization A strategic viewpoint describing the recent integration of and de-territorialization in economic, social, cultural, and political activities. Globalization refers to the blurring of national and region boundaries. Global economic integration and interdependence is one of the examples. Identity The set of behavioural or personal characteristics such as sex, race, and age, by which an individual is recognizable as a member of a group. This set of characteristics may not be something that one is born with. They can be socially constructed. That is why identity can change depending on the context. Ideology A specific way of seeing reality and/or the social world. This view may not be true or objective, but it expresses the collective opinion of a social group. Ideology has a profound influence on social development. Idol A type of performers specific to contemporary popular culture. The term idol is borrowed from a religious context. In sharp contrast to a “star” which carries a meaning of being admirable, mysterious and remote, an idol stands for a popular performer who is much closer psychologically to the admirers. A “star” is born and cannot be emulated. An idol on the other hand encourages followers to imitate a certain lifestyle and behaviour. Image A character projected onto the public to meet social expectations. An image is never a personal opinion. It carries with it social meaning and value judgement. An individual projects different images according to different social and cultural settings. Leisure Activity Free time pursuit away from employment related work. The rise of industrial society has brought forth a distinct type of employment which is different from agricultural labour. For example, in industrial employment there is distinct division between working hours and off-work hours. During off-work hours, workers are free to engage in whatever activities they desire, hence the development of various forms of leisure activity. Lifestyle A way of life or style of living which reflects the attitudes and values of a person or group. 36 Glossary – Optional Module III Mass Media Organizations of public communication based on information technologies such as printing, cinematic, electronic, and digital, which reach a large audience. These organizations are mostly commercial enterprises. Moral Discipline Social and cultural norms on behaviour and attitude. They work as sanctions as well as encouragement to achieve positive goals. Objective Reporting Presentation of truth about an event through the mass media or other means of public communication. Ideals for professional reporting may not be easily attained due to constraints on time and resources. An alternative to objective reporting is balanced reporting. Pluralism A social environment which tolerates distinct ethnic, religious or cultural groups. It is one of the prerequisites of a democratic society. Public Broadcasting Service A mass communication organization which is not commercial in nature. The concept comes from the British Broadcast Corporation (BBC). The Corporation provides broadcasting services with the support of public money. Radio and Television Hong Kong (RTHK) is organized on a similar principle. With funding from the public purse, RTHK is mandated to produce programmes for the general public and not exclusively for commercial gain. Popular Culture A way of life closely influenced by the mass media, mass consumption and entertainment. Examples include pop music, television, film, fashion, etc. Popular Music A form of music closely influenced by the mass media and dependent on new communicative technologies. In contrast to classical and folk music, popular music is characterized by the use of electronic and digital instruments, contemporary tastes, the idol system, and a high level of commercialization. Social Status A position assumed by an individual within a social network. Some positions are considered to be higher or more prestigious than others. The hierarchy of positions can be based on differences in wealth, professional skills and family background. 37 Glossary – Optional Module III Stereotype A conventional and oversimplified view or opinion about a group of people or things. A stereotype overlooks individual characteristics. For example, according to Chinese tradition, the stereotype for boys is aggressiveness, and the stereotype for girls is gentleness and passivity. Individuals are often measured and judged according to these stereotypes, even though these stereotypes are often wrong. Value A moral principle, standard, or pattern of behaviour considered to be desirable and worthwhile by a group of people. Youth An identity specific to modern society. Apart from being an age category or a psychological stage of human development, youth can be understood as a cultural identity. As a cultural identity, “youth” is based on a shared lifestyle and pattern of consumption. It explains partly why the age-range of youth is rather fluid. More importantly, youth refers to a common way of life of a group of people. Youth, in this sense, is defined by a set of common social context like living or working situation and pattern of consumption. People who remain within the formal education system and/or enjoy similar patterns of consumption like buying pop music CDs, are considered to belong to the group. The definition of “youth” is inevitably rather indistinct. 38 Exemplary Learning Activities 39 Exemplar 1 Core Module I: Personal Development1 Questions for enquiry: What expectations do peers hold towards one another? Are these expectations reasonable? When these expectations are not met, what tensions do they bring to the relationship? Suggested time allocation: A. Extracts from the Curriculum Framework Issues 2. B. 3 periods Key Points How do I c. Developing get along relationships with others? Suggested questions for enquiry Values and Attitudes What expectations do family members, peers and other members of society hold towards one another? Are these expectations reasonable? When these expectations are not met, what tensions do they bring to the relationships? When an intimate relationship is being built, do mutual expectations necessarily grow? Does intimacy imply mutual commitment? How should one prepare to go into intimate relationship? Honesty, individuality, equality, trust, interdependence, openness, sensitivity, modesty, empathy, caring and concern, cooperation, respect for self, respect for others Objectives 1. To understand the importance and possible pitfalls of mutual support and trust among friends; 2. To know that there are different kinds of friendship, and to recognize their limitations; 3. To understand the process of building up friendship and the importance of having friends; 4. To enhance the ability to select, organize, and use information; 5. To be sensitive to different opinions and engage in rational discussion. 1 Exemplar 1 is prepared by Dr. YU Kam-por, GEC, HKPolyU. 40 Exemplar 1 C. Learning Activities Objectives Knowledge Skills Values and attitudes Periods 1-2: Meaning of friendship and how to get along with others [Activity 1 & 2] 1. Meaning of friendship 2. Kinds of friendship 3. When to defend and trust one’s friends 4. How to get along with others Openness to the views of other people, ability to appreciate different viewpoints, rational discussion, self-reflection Honesty, equality, trust, empathy, caring and concern Period 3: Process of building up friendship and significance of friendship in life [Activity 3] 5. Process of building up friendship 6. Significance of friendship in life Communication skills, data analysis and categorization, ability to understand the feelings of others, rational discussion Equality, cooperation, respect for self, respect for others, individuality, honesty, interdependence, sensitivity, empathy Areas of enquiry Periods 1-2: Meaning of friendship and how to get along with others 1. The objective of this teaching session is to help students get hold of issues about friendship, develop their own views, and prepare themselves for in-depth discussion and enquiry. 2. The teacher invites several students to express their views on: What are friends for? What is a true friend? 3. The teacher distributes [Source 1] and asks students to complete [Activity 1]. Students are divided into groups to discuss whether one must always be protective and supportive of one’s friends. Supporting and protecting one’s friends: Ronald Cheng’s friend did not admit his friendship with Ronald. Do you think this is a betrayal of their friendship? What are Ronald’s views on friendship? How, according to Ronald, should friends treat each other? Do you think Ronald makes a good friend? Must a true friend be always supportive and protective? How should we support our friends? Is it good or bad to support and protect one’s friends unconditionally and unreservedly? Should we continue our relationship with a friend who has gone astray? 41 Exemplar 1 Trust between friends: What would you do if you were a friend of Ronald Cheng? Should true friends have complete trust on each other? If you come across unfavourable comments on our friends, do we believe our friends or the unfavourable comments? 4. Each group selects a representative to share with the whole class the conclusions or views of the group. The teacher might prefer to refrain from comments at this stage. The teacher can also raise questions to stimulate thinking. 5. Arrange for one member of each group to read an article from [Sources 2, 3, and 4]. Discuss the article within the group and answer the guiding questions in [Activity 2]. Each group will then report to the whole class. 6. The students discuss the following questions under the guidance of the teacher: According to Aristotle, what is the most common kind of friendship among young people? Do you think Aristotle’s view is accurate on the basis of your own impression or observation? Must friends engage in “give and receive”? If we do not have anything to give, does it mean that we can be a beneficiary of our friendship without contributing anything to it? If both sides are to give, would it be too calculating and not be the right way to get along with friends? Should we continue to be friends with someone who has gone astray? If we turn away from him, does it mean that we are not a good friend? If we do not turn away from him, is it likely that we will go astray as well? 7. Distribute [Source 5] to students before the end of the lesson. Arrange for a group of three or four students to be responsible for the presentation of [Source 5] in the next lesson. Ask all students to read [Source 5], and prepare for discussion in the next lesson. Period 3: The process of building up friendship and the significance of friendship in life 1. The objective of this lesson is to enhance students’ understanding of the nature of friendship through reading and analyzing The Little Prince. 2. A group of 3 or 4 students makes a class presentation on friendship as outlined in [Activity 3]. 42 Exemplar 1 3. After the presentation, the teacher encourages students to ask questions or to have a follow-up discussion. 4. Concluding remarks by the teacher: The formation of friendship is a process. There is no such thing as a ready-made friendship. This is what the fox means by “you cannot buy friendship at the shops” [Source 5]. A person very often is regarded as unique and irreplaceable in the eyes of her/his friends. This is so not because this person is really so special or unique, but because there is a special relationship there. There should be giving and receiving among friends. However, there are different forms of “giving and receiving. For example, we can give material support, but we can also give care and concern, honour and gratitude. In giving, we need to take into account our own ability and our friend’s genuine need. If we do not do so, we may be exploited by people who claim to be our friends. 43 Exemplar 1 D. Teacher’s references 1. Background Information According to a number of local surveys, friendship is one of the most popular topics among young people in Hong Kong. What are friends for? Young people may come up with very different answers. Some may say: “Friends are someone that we can make use of”. Some may say: “Friends are someone whom we are willing to sacrifice for”. Some may say: “Friends are companions when we engage in entertainment activities”. Some may say: “Friends are bound by a sense of righteousness”. Such views are both perceptive, and should be further investigated. A number of issues related to friendship are worth in-depth enquiry. For example: (1) Should we make available all the resources we have to help our friends unconditionally? If we give only when we can take something back, are we interacting as friends? If we give unconditionally, are we being stupid and made use of by others? (2) Should we continue to make friends with someone who has gone astray? If we continue to be his friend, will we go astray as well? If we turn away from him, are we putting our self-interests above friendship? (3) Should we make friends with people who are like us or different from us? It is said that “birds of a feather flock together”, but it is also said that “Friends should complement each other”. Which saying contains more wisdom? (4) Which is more important? – friendship or justice? If friendship is more important, does it mean that we can act unjustly for the sake of friendship? If justice is more important, does it mean that we should not give special treatment to our friends? And if we do not give special treatment to our friends, are we treating them as friends? There is a valuable discussion on friendship in Books 8 and 9 of Nicomachean Ethics by the Greek philosopher Aristotle (384-322 BC). Although the book was written more than two thousand years ago, the discussion is still fresh today. Friendship is a subject of perpetual concern, and has a deep root in human nature. Another source chosen for discussion is The Little Prince by the French writer Antoine de Saint-Exupery (1900-1944). The book is widely known and read among teenagers and among adults. 44 Exemplar 1 References Aristotle. The Nicomachean Ethics, tr. David Ross. Oxford: Oxford University Press, 1980. Aristotle. Nicomachean Ethics, tr. Roger Crisp. Cambridge: Cambridge University Press, 2000. Antoine de Saint-Exupery. The Little Prince. San Diego: Harcourt, 2000. 聖修伯理著,李淑貞譯。《小王子》[中英法對照]。 台北:長宥文化事業有 限公司,2000 [附 CD-ROM]。 The Little Prince [Movie], Paramount Studio, 1974. [ASIN 6300216225] The Little Prince [Animation], Fast Forward Marketi. [ASIN 6304039891] Websites The Little Prince. [Online]. http://www.angelfire.com/hi/littleprince/frames.html International Little Prince Online. [Online]. http://www.geocities.com/Athens/Rhodes/1916/online.html The Little Prince. [Online]. http://www.geocities.com/Paris/Musee/7550/little_prince/ Fairy Dream. [Online]. http://www.fairydream.net/html/littleprince/ 45 Exemplar 1 2. Suggested answers for Activity 3 1. The process of building up friendship: Friendship is not “ready made”. To the fox, friendship is not a commodity that we can buy. Friendship has to be built up through a process. This process is what the fox calls “taming”. Through the process of taming, two persons who are previously unconnected come to have a special relationship. That relationship is called friendship. 2. The uniqueness of friends: Very often, a person is regarded by his friends as unique and irreplaceable. This is so not because he is really special and has uncommon qualities, but because of a special relationship. It is this special relationship that makes him unique and irreplaceable in the eyes of his friends. 3. The significance of friendship in life: An event means very differently with or without the dimension of friendship. The wheat fields used to mean nothing to the fox. But as the Little Prince becomes his friend, the wheat fields begin to remind him of the Little Prince. The colour of the wheat fields reminds him of the colour of his hair. The wheat fields have become something dear to him in his mind. If we do not have friends or other people specially dear to us, life may lose much of its meaning. 4. Links with personal experience: Encourage students to share their own experience. For example, would they regard an ordinary gift from a friend as something unique and to be treasured? Would a piece of music become specially touching because it has been shared with good friends? 46 Exemplar 1 Student Reading Materials Source 1 The singer Ronald Cheng Chung-kei has received a number of unfavourable reports in the newspaper. In February 2000, he was reported to have assaulted members of an aircrew on a flight from Los Angeles to Taipei. He had been smoking, singing, brawling aboard the airliner. He was detained by police in Alaska. Later, he was again reported for drink driving and hit a taxi. Several times he was reported to have harassed female reporters after drinking rounds. A number of artists were asked for their views on the incidents. An artist, who used to be a good friend of Ronald Cheng, said that he did not know Ronald very well. Ronald Cheng later said that this person was not behaving as a friend. He said that he had learnt a lot in the process. The several incidents gave him opportunities to find out who his true friends were. In response to the allegation that he had harassed female reporters, he said: True friends will fully trust him, and there is no need to explain anything. 47 Exemplar 1 Student Reading Materials Source 2 There are …… three kinds of friendship ……. Those who love each other for their utility do not love each other for themselves but in virtue of some good which they get from each other. So too with those who love for the sake of pleasure; it is not for their character that men love ready-witted people, but because they find them pleasant. Therefore those who love for the sake of utility, love for the sake of what is good for themselves, and those who love for the sake of pleasure do so for the sake of what is pleasant to themselves, and not in so far as the other is the person loved but in so far as he is useful or pleasant. And thus these friendships are only incidental; for it is not as being the man he is that the loved person is loved, but as providing some good or pleasure. Such friendships, then, are easily dissolved, if the parties do not remain like themselves; for if the one party is no longer pleasant or useful, the other ceases to love him. Now the usefulness is not permanent but is always changing. Thus when the motive of the friendship is done away, the friendship is dissolved, inasmuch as it existed only for the ends in question. This kind of friendship seems to exist chiefly between old people (for at that age people pursue not the pleasure but the usefulness) and, of those who are in their prime or young, between those who pursue utility. And such people do not live much with each other either; for sometimes they do not even find each other pleasant; therefore they do not need such companionship unless they are useful to each other; for they are pleasant to each other only in so far as they rouse in each other hopes of something good to come. Among such friendships people also class the friendship of a host and guest. On the other hand, the friendship of young people seems to aim at pleasure; for they live under the guidance of emotion, and pursue above all what is pleasant to themselves and what is immediately before them; but with increasing age their pleasures become different. This is why they quickly become friends and quickly cease to be so; their friendship changes with the object that is found pleasant, and such pleasure alters quickly. Young people are amorous too; for the greater part of the friendship of love depends on emotion and aims at pleasure; this is why they fall in love and quickly fall out of love, changing often within a single day. But these people do wish to spend their days and lives together; for it is thus that they attain the purpose of their friendship. Perfect friendship is the friendship of men who are good, and alike in virtue; for these wish well alike to each other are good, and they are good themselves. Now those who wish well to their friends for their sake are most truly friends; for they do this by reason of own nature and not incidentally; therefore their friendship lasts as long as they are good – and goodness is an enduring thing …… 48 Exemplar 1 Student Reading Materials Guiding questions: What are the major kinds of friendship? What is the most common kind of friendship among young people? What are the reasons? [Source: Aristotle. The Nicomachean Ethics, tr. David Ross. Oxford: Oxford University Press, 1980, Book VIII, Chapter 3.] Source 3 Differences arise also in friendship based on superiority; for each expects to get more out of them, but when this happens the friendship is dissolved. Not only does the better man think he ought to get more, since more should be assigned to a good man, but the more useful similarly expects this; he says a useless man should not get as much as he should, since it becomes an act of public service and not a friendship if the proceeds of the friendship do not answer to the worth of the benefits conferred. For he thinks that, as in a commercial partnership those who put more in get more out, so it should be the same in friendship. But the man who is in a state of need and inferiority makes the opposite claim; he thinks it is the part of a good friend to help those who are in need; what, he says, is the use of being the friend of a good man or a powerful man, if one is to get nothing out of the friendship? At all events it seems that each party is justified in his claim, and that each should get more out of the friendship than the other – not more of the same thing, however, but the superior more honour and the inferior more gain; for honour is the prize of virtue and of beneficent person, while gain is the assistance required by inferiority. Guiding questions: Must a friend engage in both giving and receiving? If two persons are friends and one is much better off than the other, should the one who is better off give more and let his friend share the things he has? Can a person who receives help from his friend be said to have also contributed in some way? [Source: Aristotle. The Nicomachean Ethics, tr. David Ross. Oxford: Oxford University Press, Book VIII, Chapter 14.] 49 Exemplar 1 Student Reading Materials Source 4 If one accepts another man as good, and he turns out badly and is seen to do so, must one still love him? Surely it is impossible, since not everything can be loved, but only what is good. What is evil neither can nor should be loved; for it is not one’s duty to be a lover of evil, nor to become like what is bad; and we have said that like is dear like. Must the friendship, then, be forthwith broken off? Or is this not so in all cases, but only when one’s friends are incurable in their wickedness? If they are capable of being reformed one should rather come to the assistance of their character or their property, inasmuch as this is better and more characteristic of friendship. But a man who breaks off such a friendship would seem to be doing nothing strange; for it was not to a man of this sort that he was a friend; when his friend has changed, therefore, and he is unable to save him, he gives him up. Guiding questions: If a friend has gone astray, should we continue to be friends with him? If we refuse to continue our relationship with a friend who has gone astray, are we being too self-centred and not treating him as a friend? [Source: Aristotle. The Nicomachean Ethics, tr. David Ross. Oxford: Oxford University Press, Book IX, Chapter III.] 50 Exemplar 1 Student Reading Materials Source 5 Section 21 of The Little Prince. An electronic version of the book is available in the following websites: The Little Prince. [Online]. http://www.angelfire.com/hi/littleprince/frames.html International Little Prince Online. [Online]. http://www.geocities.com/Athens/Rhodes/1916/online.html The Little Prince. [Online]. http://www.geocities.com/Paris/Musee/7550/little_prince/ Fairy Dream. [Online]. http://www.fairydream.net/html/littleprince/ 51 Exemplar 1 Activity Activity 1 Refer to Source 1 and answer the following questions: 1. Do you agree that Ronald Cheng’s friend has betrayed him by not admitting their friendship? 2. What would you do if you were Ronald Cheng’s friend? 3. How should we support our friends? Must a true friend be always supportive and defensive? 4. How should friends treat each other according to Ronald Cheng? Do you think Ronald makes a true friend given his views on friendship? 5. Should true friends trust each other? 6. Should we refuse to believe unfavourable reports about our friends? 7. Is it a good thing to defend one’s friends without reservation? 8. Should we continue to be friends with someone who has gone astray? Activity 2 Refer to Sources 1 – 4 and answer the following questions: 1. Is your way of treating your friends different from what Aristotle suggests? Please illustrate with examples. 2. Do you disagree with anything Aristotle says about friendship? Why? 3. Has your opinion on the Ronald Cheng case undergone any changes? Reflect on possible reasons for the changes. 52 Exemplar 1 Activity Activity 3 Refer to Source 5 and answer the following questions: 1. What does the fox mean by “tame”? How is a person tamed? What is the difference between being tamed and not being tamed? What has taming to do with friendship? Do you agree that making friend with someone is like going through the process of taming? 2. What, according to the fox, makes one person regard another as “unique in all the world”? Why does the Little Prince regard his rose as unique in the world? Do we regard our friends as special and irreplaceable for similar reasons? 3. What does the colour of the wheat fields mean to the fox? What has this to do with making friend with the Little Prince? Do you think an object, a place or a piece of music will acquire special meaning because of the friendship between two persons? Please illustrate with examples. 4. Which part of the dialogue between the Little Prince and the fox impresses you most? Illustrate with your personal experience. 53 Exemplar 2 Core Module II: Characteristics of Hong Kong Society1 Questions for enquiry: 1. What channels of political participation do Hong Kong people have within the HKSAR? 2. Under the existing system, are there adequate means for Hong Kong people to redress their grievances? Suggested time allocation: 4 periods A. Extracts from the Curriculum Framework Issues 1. What are some of the pluses and minuses of Hong Kong society? Key points a. Political participation Suggested questions for enquiry Values and attitudes What channels of political participation do Hong Kong people have within the HKSAR? Do Hong Kong people have equal opportunities in political participation? What factors influence Hong Kong people’s political participation? What is the impact of the implementation of “one country, two systems” and “Hong Kong people ruling Hong Kong” on political participation? Under the existing system, does government respond to the demands of the general public in a positive way and are there adequate means for Hong Kong people to monitor the government and redress their grievances? Equality, freedom and liberty, common good, mutuality, justice, equal opportunities, due process of law, plurality, democracy, participatory, critical, appreciation, empathy, caring, positive, adaptable to changes, with a respect for others, for rule of law and for fair play B. Objectives 1. To understand what politics is, and what is meant by political participation; 2. To know what channels of political participation do Hong Kong people have, and examine their possibility and limitation; 3. To increase students’ understanding of the Hong Kong community, to build a sense of belonging and active participation. 1 Exemplar 2 is prepared by Dr. Helena WONG Pik-wan, GEC, HKPolyU. 54 Exemplar 2 C. Learning Activities Objectives Knowledge Area of enquiry Period 1: Getting to know your community [Activity 1] 1. What is political participation Periods 2-3: Case selection 2. & possible ways to solve community problems from a citizen’s point of view The positive elements of the community and areas that need improvement Period 4: Action and reflection Existing channels of political participation, and their effectiveness in solving community problems Period 1: 1. 3. Skills Field observation, interview, questionnaire survey, group discussion, debate, data collection from newspapers, skills for political actions Values and attitudes Democracy, justice, equality, common good, mutuality, participatory, critical Getting to know your community Grouping: Teacher divides the whole class into several groups. Groups can be formed on the basis of districts in which students reside. Students who do not fit into any group can form one group focusing on the community in which the school is located. If most students are living near the school, students can form groups freely and focus their study on the same community. (To speed up the grouping process, the teacher can collect students addresses in advance and prepare a grouping list.) 2. Group discussion: After deciding on a community, students are encouraged to share their feelings and opinions about that community. The attached worksheet [Activity 1] can be used to help formulate their understanding of their community. The discussion, hopefully, helps to increase knowledge of the community and strengthen students’ sense of belonging. 55 Exemplar 2 3. Group discussion: Exploring ways of improving the community. Ask students to use the worksheet [Activity 1] to list all the problems that need improvement in the community. There is always room for improvement. For example, environmental issues (such as collection and treatment of garbage, recycling, noise pollution), sanitation (market hygiene condition), transportation (such as zebra crossing, pedestrian subway, routing and frequencies of bus/mini-bus services), security (police patrol, street lighting, crime prevention), community facilities (such as parks, swimming pools, shopping mall, sport centres….), and town planning. 4. Ask students to do [Activity 2]. Period 2: Case Selection 1. Each group briefly reports its findings. 2. Select one issue to be dealt with. It may be the most important issue as perceived by students, or an issue that is capable of being solved with limited time and resources. Certain issues are important, yet it may take a much longer time or resources to achieve improvement. The teacher should guide students to make a decision. 3. Focus on the issue selected: Identify possible solutions. Period 3: Problem solving - Possible ways of solving community problems from a citizen’s point of view 1. Continue the discussion began in period 2. Focus on possible ways of solving community problems from a citizen’s point of view. 2. To compare which options are better and workable. 3. Teacher should introduce existing channels of political participation on the community level and territory-wide, including: 56 Exemplar 2 Expressing opinions / commenting on policies and making demands through writing letters to government officials or through the mass media (such as newspapers, radio phone-in program, TV, magazines, or press conference). Direct contact: Make an appointment to meet District Council members, legislators, or government officials. Contact the office of political parties for help. Advocacy and mobilization: Organize exhibitions, distribute handbills, and launch signature campaigns. Other protest activities: petitions, sit-ins, gatherings, marches, and demonstrations. Elections and campaigns: Help with campaign activities and vote. 4. Teacher assists students to compare which strategy is better and understand the effectiveness and limitations of existing political participation channels. Students should also be helped to formulate their action plans. There needs to be allocation of duties among students. Period 4: Action and Reflection 1. Report the progress of political participation projects. 2. Was the action conducted smoothly? Did students encounter any difficulties or obstacles? 3. Evaluate the effectiveness of political participation and formulate possible follow-up action plans. 4. We may not be able to solve the problems on the community level as government policy may be involved. Teacher needs to guide students to explore the limitation of participation on the community level, and identify other possible areas that students may have to work on. If necessary, teachers can also inform students of the two-tier political structure in Hong Kong. 57 Exemplar 2 D. Key concepts 1. What is politics? In general, politics involve the use of power by one person or a group of persons in order to influence the behaviour of another person or a group of persons. It involves the making of a common decision for a group of people, that is, a uniform decision applying in the same way to all members of the group. There are various definitions of politics: it is the exercise of power and authority, the formation of public policies, the authoritative allocation of limited resources etc. Political phenomena include: power struggle, bargaining, lobbying, debate, judgement, voting …… Politics exist in every society, and it exists everywhere. “Politics is who gets what, when, how.” (Harold Lasswell) 2. What is political participation? Political participation is the act of taking part in the formulation, passage or implementation of public policies. This broad definition applies to the activities of any person (or organization), whether an elected politician, a government official or an ordinary citizen, who is active in any way in the production of public policy within a political system. 3. The purposes of political participation: Political participation promotes or defends the interests of the participant. Whether a person will participate depends upon his/her assessment of the anticipated benefits and costs, and of his/her power to attain the objectives. The process of participation calls upon the participants’ general moral, social and political awareness, and empowerment. A communitarian view justifies participation by its contribution to the common good. To fulfill the duties of a citizen (registered as voters, and voting). 58 Exemplar 2 4. Modes of political participation: Political participation comprises a number of ‘modes’: Voting. Canvassing and campaigning in elections. Active membership in a political party. Active membership in a pressure group. Contacting officials, politicians on specific matters. Sending letters, faxes, or emails to government bureau to express opinion on specific policy issues. Expressing political/policy ideas via the mass media. Membership in government advisory committees. (In Hong Kong, they are almost all appointed by the Chief Executive.) Taking part in community activities (involving working with others for a community objective, such as housing, environment, transportation). Taking part in protest activities, including petitions, marches, boycotts, strikes, even political violence. They can be regarded as forms of political participation. But few people in liberal democracies take part in or support political acts involving violence. 59 Exemplar 2 E. Teachers’ References References: Axford, Barrie et. al. “Political Participation” in Politics: An Introduction. London: Routledge, 1997, Chapter 4, pp.109-137. Bogdanor, Vernon ed. “Political Participation” in The Blackwell Encyclopaedia of Political Science. Oxford: Blackwell Publisher, 1991, pp.461-462. Cheng, Joseph Y. S. ed. Political Participation in Hong Kong: Theoretical Issues and Historical Legacy. Hong Kong: City University of Hong Kong Press, 1999. Loh, Christine and Civic Exchange. Getting Heard: A Handbook for Hong Kong Citizens. Hong Kong: Hong Kong University Press, 2002. 梁恩榮、劉傑輝合著。 《政治教育在香港:理論與實踐》 ,增訂本二版。香 港:香港基督徒學會,1999。 羅永祥、陳志輝著。 《香港特別行政區施政架構》 。香港:三聯書店,2002。 Websites: The Government of the Hong Kong Special Administrative Region of the People’s Republic of China. [Online]. http://www.info.gov.hk Citizens Party. [Online]. http://www.citizensparty.org Democratic Alliance for http://www.dab.org.hk Betterment of Hong Kong. The Democratic Party. [Online]. http://www.dp.org.hk The Frontier. [Online]. http://www.frontier.org.hk The Hong Kong Progressive Alliance. [Online]. http://www.hkpa.org.hk Liberal Party. [Online]. http://www.liberal.org.hk 60 [Online]. Exemplar 2 Activity Activity 1 Worksheet : Getting to Know your Community What are the positive elements of my community? I live in this community (name of district?) ____________________________ I love the district where I am living in because: _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ Improving my Community To help improve your community, list all the problems you have observed that may need to be worked on: Community problems may include: environment issue (such as garbage collection and treatment, recycling, noise pollution, air pollution), hygiene (market sanitary conditions), transportation (such as zebra crossing, pedestrian subway, routing and frequencies of bus/mini-bus services), security (police patrol, street lighting at night, crime prevention), community facilities (such as parks, swimming pools, shopping malls, sport centers ……), and town planning. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 61 Exemplar 2 Activity Activity 2 Homework/Activity Students are urged to organize a field trip to study the needs of their community after class so as to amend the lists they have prepared in class. In the process, they collect more information about their community. Data collection methods: 1. Informal interviews or simple surveys with family members and neighbors. 2. Information through the Internet and newspapers. Newsletters published by the local district may be useful for this purpose. 3. Interviews with members of the District Council or community pressure groups. 62 Exemplar 2 Activity F. Further Suggestion for Teaching Activities: If some of your students have already covered the topic of “community study” at junior forms, you can modify the above materials and restructure your teaching activities. You can speed up the process of learning and teaching by focusing on the functions, effectiveness, and limitations of community political participation, and demonstrate how community level participation can yield results on a higher level. See the following two examples. Activity A: Interview District Council members, district branches of the political parties, or activists of community organizations. Explore the following issues: 1. Over the past 2 years, what has the interviewee done that is/are relevant to the community’s interests? (Students are required to explore the policy contribution of the interviewee. This kind of information can be sometimes found in political handbills distributed by candidates who seek re-election.) 2. How did s/he achieve that goal? Through what channels? Did s/he encounter any difficulties and resistance? Ask the interviewee to share her/his experience on both successful cases and failed cases. 3. If there are more than one political party in the community, students are advised to interview both offices. Check if there is any difference in their policy positions. 4. Record the interview, and present major points in class. 63 Exemplar 2 Activity Activity B : Case Study Assuming that your community is facing the following problem, how would you solve the problem? What are the existing political participation channels that can be used to help solve the problem? You are living in a large residential area and there is a highway cutting across the area. The heavy traffic on the highway has created serious noise pollution problems. Many people believe that building a soundproof shield along the highway can help to reduce the noise level. You are invited to attend the residents’ meeting to provide advice, what would you do? 1. Will you attend the residents’ meeting? Explain why. 2. If you decide to attend the residents’ meeting, what would you suggest as solutions to the problem? Which of the following channels of political participation would you recommend to the community? Explain why. You can consider the following channels of participation: Make a phone call to a radio phone-in program to raise the issue. Write a letter of complaint to the editor of a newspaper. Make a phone call to complain to a government department/bureau. Write a letter of complaint to a government department/bureau. Make direct contact with a government official. Write a letter of complaint directly to the Secretary for the Environment, Transport, and Works. Contact the District Council member in your district and ask for help. Contact the elected legislator in your area and ask for help. To launch a residents’ signature campaign. Others: ___________________________________________________ __________________________________________________________ 64 Exemplar 2 Activity 3. If you are suggesting more than one action, do you need to set priorities for these actions? How would you do that? 4. Which of the above channels is the most effective? Why? 65 Exemplar 3 Core Module II: Characteristics of Hong Kong Society1 Question for enquiry: What was the impact of economic growth in the past on the issue of poverty? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issue Key Points 1. What are b. Economic some of development the pluses and wealth and distribution minuses of Hong Kong Society? Suggested Question for Inquiry How developed is Hong Kong and what are the indications? What are the factors contributing to Hong Kong’s emergence as an international trading and financial centre? What is the economic policy of the HKSAR government? What was the impact of economic growth in the past on the issue of poverty? What challenges have surfaced in the restructuring of our economy? Is the development toward a ‘hi-tech’, knowledge-based economy the right direction, and will it help improve the uneven distribution of wealth? Values and Attitudes Equality, freedom and liberty, common good, mutuality, justice, equal opportunities, due process of law, plurality, democracy, participatory, critical, appreciation, empathy, caring, positive, adaptable to changes, with a respect for others, for rule of law and for fair play B. Objectives 1. To understand the life of the poor in Hong Kong; 2. To analyze the different definitions of poverty; 3. To analyze the relationship between economic growth and poverty. 1 Exemplar 3 is prepared by Dr. Day WONG Kit-mui, GEC, HKPolyU. 66 Exemplar 3 C. Learning Activities Objectives Knowledge Area of enquiry Skills Values and attitudes Period 1: Life of the poor and the definitions of poverty [Activity 1] 1. The life of the poor 2. Different definitions of poverty Data collection; comparing and analyzing data Empathy, caring, positive Period 2: Discrepancy between rich and poor in Hong Kong [Activity 2] 3. The problem of discrepancy between the rich and the poor in Hong Kong 4. The social reality as reflected in related figures Interpreting and analyzing data Empathy, caring, positive, critical Period 1: Life of the poor and the definitions of poverty (Students are required to search for related materials and launch a debate in the second period, the motion is “Poor people are lazy people.”) Ask students to read [Sources 1 to 2], then complete [Activity 1]. Period 2: Disparities between rich and poor in Hong Kong Ask students to read [Source 3 to 6], then complete [Activity 2]. 67 Exemplar 3 D. Teacher’s References The Lorenz curve and the Gini coefficient are often used to indicate disparity in the household income. The Lorenz curve is obtained by plotting the cumulative percentages household income against the cumulative percentages of the number households, starting from households with the lowest income. A specimen the Lorenz curve is shown in Fig. 1. For an absolutely equal distribution of of of of income, the Lorenz curve would be a line of equality (the straight line AB). The degree of income disparity is reflected by the extent to which the Lorenz curve is concave against the line of equality. In other words, the closer the Lorenz curve is to the line of equality, the smaller is the degree of income disparity. The Gini coefficient, which takes a value between zero and one, is calculated by taking the area ABC between the Lorenz curve and the line of equality and dividing it by the total area ABD below the line of equality. A value of 0 indicates absolute equality in the household income distribution, or every household has an equal share of the total household income. A value of 1 means complete disparity when one household earns the total household income and the remaining households earn nothing. The Gini coefficient of the household income distribution of Hong Kong in 2001 was 0.525, which was slightly higher than that of 0.518 in 1996. 68 Exemplar 3 B 100 Cumulative % of 80 household income Line of Equality 60 C 40 Lorenz Curve Fig. 1 Lorenz curve 20 0 [Source: A 0 D 20 40 60 80 100 Cumulative % of no. of households Census and Statistics Department. Panel on Financial Affairs of Legislative Council 2001 – 2002 papers – Household Income and Gini Coefficient Information Note. November 2001 <http://www.legco.gov.hk/yr01-02/english/panels/fa/papers/fa1108cb1-346-01e.pdf>] 69 Exemplar 3 Student Reading Materials Source 1: Life of the poor in Hong Kong A. Case 1 Collect dripping water and cut cost Mrs Tse, 52 years old and living in Lower Ngau Tau Kok Estate, heaves a long sigh whenever she recalled her loss of the job as a part-time domestic helper because she arrived late for work after having queued up for charity rice. This means an income loss of $3,000 per month. Her family of three then relies solely on her husband’s income of less than $5,000 per month as a night-watcher in a building. Under such harsh conditions, she has to cut expenses in every way. She admits that she tries hard to spare money every day. Now, she uses kerosene burner to replace coal gas for cooking, collects dripping water from the tap with a pail, and only uses electric lights after dark to save water and electricity. Furniture pieces and the electric fan in her home are all collected from dumped articles. [Source: Apple Daily, 31 December 2001] 70 Exemplar 3 Student Reading Materials B. Case 2 Sick but refrain from consulting a physician; medicine on credit Granny Mak Shun is 71 years old. She and her husband have no other income but their monthly Old Age Allowance of $1,410 from the Government to meet the public housing rent and other daily expenses. They dare not consult a physician, even if they are sick. Fortunately, a Chinese medicine shop allows her to delay payment of consultation fees and obtain herbal medicine on credit. Their staple diet is vermicelli at $2.50 per bag and each bag is enough for 4 meals. Their daily expense for food is $20 and pork with preserved vegetables is a fixed item. [Source: Apple Daily, 31 December 2001] 71 Exemplar 3 Student Reading Materials C. Overview The poor’s ten ways to save money: 1. 2. 3. 4. 5. 6. 7. Gather for use what others have thrown away Use kerosene burner Collect dipping water into the pail for use Isolate oneself from relatives and friends to avoid expenses Walk instead of use public transport; take a bus instead of the MTR Queue up for charity rice Consult doctors who offer free consultation services 8. 9. 10. Buy cheap good from the mainland Buy cheap food during closing time in the wet market Hand-wash the laundry 72 Exemplar 3 Student Reading Materials Monthly income of the low income families being interviewed Amount No. of families Percentage $1,999 或以下 9 12.7% $2,000 - $3,999 9 12.7% $4,000 - $5,999 20 28.2% $6,000 - $7,999 13 18.3% $8,000 - $9,999 12 16.9% $10,000 or above 8 11.3% Total 71 100% [Source: Society for Community Organization] 73 Exemplar 3 Student Reading Materials Source 2: Definitions of Poverty Speech by the Secretary for Health and Welfare, Dr E. K. Yeoh, in the ‘Motion of Thanks’ in the Legislative Council on November 1, 2000 A. To begin with, no universally agreed definition of poverty exists. It can include: unacceptable deprivation - low monetary income and consumption lack of basic needs low human development in terms of education, health and nutrition risk and vulnerability, voicelessness and powerlessness etc. Whereas the first three definitions focus more on material and financial resources, the latter two are much broader and incorporate the more fundamental issues which need to be addressed in dealing with poverty. In applying the narrower definition of poverty which relates only to monetary income and conception, three approaches are generally adopted: - Abject poverty with its focus on minimum subsistence. The World Bank sets this at US$1-2 a day per person; - Relative poverty which concentrates more on equitable distribution of income. One example is the percentage of the population below half of the median per capita household income. But this implies that even in the wealthiest of countries, there will always be a sector of the population in this category; and - Budget Standards which is based on a list of the goods and services which have the elements of meeting basic subsistence levels. [Source: Hong Kong Special Administrative Region Government. Press release. 1 November 2000 <http://www.info.gov.hk/gia/general/200011/01/1101233.htm>] 74 Exemplar 3 Student Reading Materials B. Minutes of First Meeting held on 12 June 1996, Legislative Council Panel on Welfare Services Subcommittee on CSSA Study At the request of the Chairperson, Miss Eva LIU (Head, Research & Library Services) introduced the concept of poverty line which was adopted internationally, and quoted the definition by the European Union as an example which was ‘persons, families and groups of persons whose resources are so limited as to exclude them from the minimum acceptable way of life in the Member State in which they live’. The excluded were defined as those whose incomes fell below 50% of average disposable income in that country. [Source: Legislative Council. Legislative Council Panel on Welfare Services Subcommittee on CSSA Study – Minutes of First Meeting, 12 June 1996 <http://www.legco.gov.hk/yr95-96/english/panels/ws/cssas/minutes/cs120696.htm>] C. Professor Nelson Chow’s criteria to define poverty Professor Nelson Chow of the Department of Social Work and Social Administration of the University of Hong Kong set the criteria to define poverty in 1985, including: 1. 2. 3. 4. 5. Does every family member have a bed of his/her own? Does the family have a TV set? Does the family have a refrigerator? Do family members consult private doctors when they are sick? Does the family go out for feasts to celebrate special events? 6. Does the family, other than festival time, usually have expensive food in their meals? Does the family send gifts to congratulate friends and relatives? Does the family give out red-packets in Lunar New Year? Does the head of the family dine out with friends? 7. 8. 9. [Source: Professor Nelson Chow] 75 Exemplar 3 Activity Activity 1 Discussion: 1. According to Source 1, how is the life of the poor like? What are the difficulties they face? 2. Source 2 lists out some definitions of poverty. Which one do you find most reasonable/unreasonable? Why? 3. Do those cases mentioned in Source 1 match the different criteria of poverty? Extended activity: Try to talk with you parents or elder relatives and find out the difficult life in the past; or try to empathize the lives of the poor people in the past through films or TV programmes (e.g. Below the Lion Rock). What are the similarities and differences between ‘being poor’ in the past and at present? 76 Exemplar 3 Student Reading Materials Source 3: Percentages of total income of ten income groups in Hong Kong from 1991-2001 Ten Groups* 1991 1996 2001 Group1 (lowest) 1.3 1.1 0.9 Group 2 3.0 2.6 2.3 Group 3 4.0 3.6 3.4 Group 4 5.0 4.6 4.4 Group 5 6.1 5.7 5.6 Group 6 7.4 7.0 7.0 Group 7 9.0 8.5 8.8 Group 8 11.4 10.6 11.1 Group 9 15.5 14.5 15.3 Group 10 (highest) 37.3 41.8 41.2 Total 100.0 100.0 100.0 * All households are divided into 10 decile groups according to their level of income, with the first decile group being the 10% of households earning the least, the second decile group being the 10% earning the next least, and so on. [Source: Census and Statistics Department. Panel on Financial Affairs of Legislative Council 2001 – 2002 papers – Household Income and Gini Coefficient Information Note. November 2001 <http://www.legco.gov.hk/yr01-02/english/panels/fa/papers/fa1108cb1-346-01e.pdf>] 77 Exemplar 3 Student Reading Materials Source 4: ^ Gini coefficient^ in Hong Kong, 1971-2001 Population census or by-census Gini coefficient 1971 0.430 1976 0.429 1981 0.451 1986 0.453 1991 0.476 1996 0.518 2001 0.525 The higher the Gini coefficient shows that the discrepancy between rich and poor in that region is more serious. [Source: Census and Statistics Department. Panel on Financial Affairs of Legislative Council 2001 – 2002 papers – Household Income and Gini Coefficient Information Note. November 2001 <http://www.legco.gov.hk/yr01-02/english/panels/fa/papers/fa1108cb1-346-01e.pdf>] Source 5: Gini coefficient of different countries and regions World Bank publishes periodically economic indicators for countries and regions, including their Gini coefficients. Please visit the homepage of World Bank on data about poverty (http://www.worldbank.org/poverty/data/index.htm) and find from the part ‘Country Level Indicators’ a section on ‘Estimates of inequality’. From there you can download the file containing most updated ‘World Development Indicators’ (2002), where Gini coefficients of different countries and regions can be found. 78 Exemplar 3 Student Reading Materials Source 6: Interpreting the Gini coefficient Study of income distribution have to be performed with great care, so as not to overlook some relevant factors, including the effect of social mobility of individual persons in the population over time. For example, some households falling in the low income decile groups in 1996 might have moved up the social ladder to a higher income decile group in 2001. Their positions in the low income decile groups might have been replaced by households newly formed by persons who have just entered the labour force. Furthermore, care should be taken to note the structural changes in an economy and the consequential transformation to occupational patterns. Over the past decade, rapid structural transformation in the Hong Kong economy has led to a strong and increasing demand for managers, administrators, professionals and associate professionals, and hence faster increases in salaries and wages for people working in these jobs than those working in other jobs which require lower level of knowledge and skill. Income disparity thus widens as a consequence of such variations in salary increases. It should be noted that a certain degree of income disparity is rather common in the more economically advanced countries or territories. The use of the Gini coefficient only serves to indicate different trends in the disparity of income distribution among households. The effects of taxation and social benefits on the distribution of household income, which tend to reduce the disparity of income, have not been considered. No account is taken of the intangible income received by the lower income households in the form of Government spending in housing, health and education. The economic benefits of such welfare services in alleviating the apparent disparity in household income distribution should not be underestimated. 79 Exemplar 3 Student Reading Materials Finally, it should be noted that there is no direct relationship between the extent of poverty and the Gini coefficient. An increase in the Gini coefficient implies rising income disparity which does not necessarily indicate worsening of the poverty situation. For example, when the rich become richer while the poor also become richer, the Gini coefficient may still increase as there may be differential degree of improvement in income for different groups of people. Hence, reference should also be made to other income statistics in addition to the Gini coefficient (e.g. median monthly household income, monthly household income per capita and percentage distribution of monthly household income by decile groups of domestic households) in order to get a clear understanding of the poverty situation of an economy. [Source: Census and Statistics Department. Panel on Financial Affairs of Legislative Council 2001 – 2002 papers – Household Income and Gini Coefficient Information Note. November 2001 <http://www.legco.gov.hk/yr01-02/english/panels/fa/papers/fa1108cb1-346-01e.pdf>] 80 Exemplar 3 Activity Activity 2 Discussion: 1. How did the disparities between the rich and the poor change in Hong Kong over the past few decades? 2. According to Source 6, could Gini coefficient reveal clearly the disparities between the rich and the poor in a region? Why? 3. What are the factors accounting for the changing gap between the rich and the poor in different periods in Hong Kong? Does it have any relation with economic restructuring? 4. Are disparities between the rich and the poor a necessary phenomenon in times of economic development? Debate Motion: ‘Poor people are lazy people.’ 81 Exemplar 4 Core Module II:Characteristics of Hong Kong Society1 Questions for Inquiry: Are there different kinds of discrimination in Hong Kong? To what extent do the social reforms and policies of the government guarantee equal opportunities? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issue 1. Key Points What are c. Social policy some of the and equal pluses and opportunities minuses of Hong Kong Society? Suggested questions for enquiry Is Hong Kong a place of opportunities? Does hard work promise success? Is it important to have a society with integrity and uprightness? Are there different kinds of discrimination in Hong Kong? To what extent do the social reforms and policies of the government guarantee equal opportunities and fair distribution of wealth? Values and attitudes Equality, freedom and liberty, common good, mutuality, justice, equal opportunities, due process of law, plurality, democracy, participatory, critical, appreciation, empathy, caring, positive, adaptable to changes, with a respect for others, for rule of law and for fair play B. Objectives 1. To help students to become aware if they are holding any prejudices or stereotyped views on gender; 2. To understand the meaning of discrimination and equal opportunities; 3. To examine how existing laws can protect people from different forms of discrimination. 1 Exemplar 4 is prepared by Dr. Day WONG Kit-mui, GEC, HKPolyU. 82 Exemplar 4 C. Learning Activities Objectives Knowledge Skills Values and attitudes Area of enquiry Period 1: Understanding the meaning of equal opportunities [Activity 1 & 2] 1. Concepts of gender stereotypes, discrimination and equal opportunities, as well as how they are connected Period 2: Examining 2. existing antidiscrimination legislation [Activity 3 & 4] 3. Period 1: 1. The rights and responsibilities under existing anti-discrimination ordinances Adequacy of existing ordinances to protect people from different forms of discrimination Analyzing survey results, Group discussion, Case analysis Equality, freedom, equal opportunities, plurality, critical Case analysis, Essay writing, Group discussion Due process of law, participatory, empathy, caring, positive, with a respect for others, for rule of law and fair play Understanding the meaning of equal opportunities To gauge students’ perception of gender by means of a questionnaire survey [Activity 1], and to enable them to see if they hold any prejudices or stereotyped views on gender. 2. Help students understand the connection between stereotyping, discrimination and equal opportunities through case analysis [Activity 2] and group discussion. 83 Exemplar 4 Period 2: Examining existing anti-discrimination legislation 1. Ask students to visit the web site of the Equal Opportunities Commission (EOC) (http://www.eoc.org.hk) and find the definitions of discrimination and anti-discrimination ordinances. 2. Use [Activity 3] to arouse student interest in the existing legislation. After they have obtained some knowledge about the existing legislation, discuss whether we should enact laws to stop discrimination on other grounds. 3. Conduct a case analysis [Activity 4] and write a letter of complaint to the Equal Opportunities Commission. This helps students understand the rights and obligations under the existing legislation. D. Key Concepts Gender stereotypes Fixed and general images, characteristics, etc. that a lot of people believe to represent males and females. For example, females are believed to be emotional, dependent and indecisive while males are believed to be non-emotional (logical and rational), independent and decisive. It follows that males are believed to be more suitable to be leaders. The flaws of gender stereotyping lie in its disregarding individual differences. Stereotyped beliefs may also lead to discriminatory practices and practices which deprive people of the opportunity to fulfill their potentials. Equal opportunities Equality of opportunities means giving everyone the means to develop their potentials and capacities which may be inherently different. The purpose of equal opportunity legislation is to enable all individuals to have an equal opportunity to make for themselves the lives that they are able and wish to have, consistent with their duties and obligations as members of the society, without being hindered in or prevented from doing so by discriminatory practices. Prejudice The holding of unfounded ideas about a person or a group of people, ideas that are resistant to change. When we prejudice against others, we tend to find faults with what they do and select only those pieces of information which reinforce our basic opinion. 84 Exemplar 4 Discrimination Activities that deny to the members of a particular group resources or rewards which can be obtained by others. Discrimination can be distinguished from prejudice, although the two are usually quite closely associated. Discrimination refers to the behavioral or institutional dimension, whereas prejudice refers to the dimension of understanding. It can be the case that individuals who are prejudiced against others do not engage in discriminatory practices against them; conversely, people may act in a discriminatory fashion even though they are not prejudiced against those subject to such discrimination. Direct discrimination Direct discrimination occurs when a person is treated less favorably than another person in comparable circumstances, because of a person’s sex, pregnancy, family status, disability, and so on. For example, if a person is rejected for a job because the employer wants to hire a person of another sex. However, if a person’s sex is a genuine occupational qualification for the job, it is then not unlawful. For example, a retirement home may want to hire female attendants to help with providing intimate care to female retirees. This is not the same as an employer thinking that males are not suitable as clerks or women as managers. Indirect discrimination Indirect discrimination occurs when a condition or requirement, which is not justifiable, is applied to everyone but in practice adversely affects persons of a particular sex or family status, those who are disabled, and so on. For example, if an employer penalizes an employee for not working overtime because s/he is not able to do so as s/he is a single parent and need to take care of young children. If the employer cannot prove that the overtime requirement is justified, then this can be an act of indirect discrimination. Anti-Discrimination Ordinances In July 1994, the independent legislator Anna Wu tabled a private bill in the Legislative Council to urge the Hong Kong government to promote equal opportunities. Wu’s Equal Opportunities Bill aimed to prohibit discrimination on a range of grounds including sex, race, disability, age and sex preference. The government considered the scope of the Bill too wide and finally decided to enact legislation against discrimination on the grounds of sex and disability. The Sex Discrimination Ordinance and the Disability Discrimination Ordinance came into effect in 1996. The third ordinance, the Family Status Discrimination Ordinance brought into operation by the government at the end of 1997. According to the three ordinances, it is unlawful to discriminate against a person on the grounds of sex, marital status, pregnancy, disability, and family status. The legal protection covers the following areas: employment, education, provision of goods, facilities or services, disposal or management of premises, eligibility to vote for and to be elected or appointed to advisory bodies, participation in clubs, and activities in government. 85 Exemplar 4 E. Teacher’s References 1. Supplementary Information 1 [For Activity 1] It’s hard for men to have female bosses or to receive financial support from their wives. Men have conservative ideas about gender roles Nowadays many women are managers making higher salaries than men do. However, according to a research sponsored by the Equal Opportunities Commission, boys find it unthinkable to have female bosses or to receive financial support from their wives. Commission chairperson Anna Wu Hung-yuk and some psychologists worry that male students are still deeply affected by gender stereotyping. This limits a boy’s choice of future career, it also weakens his ability to solve problems. Different views held by male and female students The research was done by the Department of Social Work and Social Administration of the University of Hong Kong. A total of 8,380 students in Primary Four, Form 1, Form 4 and Form 6 were surveyed and it is found that boys’ thinking is more stereotyped than female classmates. Boys perceive certain subjects such as physical education, mathematics and computer as masculine while girls classify these subjects as neutral. However, both boys and girls think that art, music and dancing are suitable for girls while football, martial arts and volleyball are suitable for boys. The research puts certain questions specifically to senior students (Form 4 and Form 6). The result is that boys and girls have very different opinions on the following five statements. Female students generally agree or feel neutral with them, but male students strongly disagree and find them unthinkable: Women can be the bosses of men; Men receive financial support from their wives; Girls take the lead in dating; Boys learn domestic science or childcare; Men should do as much housework as women. 86 Exemplar 4 Commission chairperson Anna Wu Hung-yuk believes that gender stereotyping no longer affects females. They are able to break stereotypes. However, males are more conservative and limit themselves in the choices of behaviours, school subjects and future careers. This will affect their personal growth and may even lower the efficiency of human resources allocation. Clinical psychologist Ms. Eugenie Leung Yeuk-sin is worried about the influence of gender stereotyping on males. She points out that boys still believe in the fairy tale in which the princess would live happily with the prince. Boys cannot accept the reality that the princess can earn a living all by herself. Psychologists are worried about boys Ms. Leung explains that when one is not affected by gender stereotyping, one can adapt to the environment more easily; on the contrary, when a conservative male finds himself in love with an outstanding female or when he has female bosses, he will not be able to adapt to it. This will affect his job performance and his ability to communicate with others. Ms. Wu Hung-yuk adds that there are stereotypes about disadvantaged groups. This observation has been substantiated by a survey of textbooks. According to the survey, only 30% of the 60,000 characters in textbooks are female, less than 5% are the elderly, 3% are of other racial groups, and 0.1% are disabled people. They are presented as weaker members of society who need help. [Source: Ming Pao, 16 April 2002] 87 Exemplar 4 2. Supplementary Information 2 [For Activity 4] The EOC successfully resolved a case by conciliation where Freddy was discriminated against by his school on the ground of disability. What the EOC did When Freddy’s parents brought their complaint to the EOC, we took immediate action. The school principal was interviewed and a visit was made to the school. The school principal claimed that it was for safety reasons that the wheelchair was not allowed to be unloaded in the school carpark and that the corridors were too narrow for the use of a wheelchair. He also said that Freddy using the staff toilet would cause inconvenience to the teachers. EOC investigators found that the corridors in the school were wide enough for both wheelchair and students and there was no question of obstruction. As to the use of the staff toilet, the teachers had no objection at all to Freddy using it. The school principal and the parents agreed to sit down and resolve their differences. A conciliation meeting was called and our conciliator helped the parties to find common grounds and reach settlement. The school now provides facilities to assist Freddy and other students who have a disability. Freddy’s parents are happy with the arrangements. Conciliation yields a win-win situation for all concerned. What the law says Under the Disability Discrimination Ordinance, it is unlawful to discriminate against a person on the ground of disability. An educational establishment should not discriminate against a student with a disability by denying or limiting that student’s access to any benefit, service or facility provided by the school, unless the provision of which would impose unjustifiable hardship on the school. [Source: EOC News, Issue No. 10, April 1999, p.8.] 88 Exemplar 4 Activity Activity 1 Questionnaire survey Ask students to fill in the following questionnaire. To what extent do you agree with each of these statements? Choose one of the following options: a. Strongly agree d. Disagree b. Agree e. Strongly disagree c. Neutral 1. 2. 3. 4. 5. 6. Girls are emotional. Girls are tidy. Boys are independent. Boys are decisive. Computer is a masculine subject. Music is a feminine subject. 7. 8. 9. 10. 11. 12. 13. 14. 15. It is more suitable for boys to do science subjects. It is more suitable for girls to do arts subjects. Boys should learn domestic science or childcare. Boys should always take lead in dating. Boys should do as much housework as girls. Boys should protect girls. Boys don’t cry. It is unthinkable that men receive financial support from their wives. Having a female boss is just as good as having a male boss. 89 Exemplar 4 Activity Discussion Based on the survey results, discuss: 1. To what extent are we influenced by gender stereotyping? How many students agree with more than half of the stereotyped views expressed by the above statements? Which of the stereotypes are held by most people? Are there any differences between the opinions of male and female? What are they? Which group of students, male or female, tend to have stronger stereotyped views of gender roles? 2. What are the problems of gender stereotyping? Do the stereotypes accurately describe the traits of every individual? Do they exaggerate the differences between male and female? Should male and female be confined to the stereotyped roles? 3. In what ways do gender stereotypes lay the ground for sex discrimination? How should we view gender roles if equal opportunities are to be promoted in our society? 90 Exemplar 4 Activity Activity 2 [Translated from: 新婦女協進會、平等機會委員會合編。《工作上的性別歧視與兩性平等漫 畫冊》,1997,頁 5-7。] 91 Exemplar 4 Activity Discussion 1. Is the hiring decision fair and acceptable? 2. Can the decision be explained by gender stereotyping? 3. Does it violate the principle of equal opportunities? 4. Does it involve any discrimination? 92 Exemplar 4 Activity Activity 3 Quiz - Are they discriminatory acts? Do they represent direct discrimination or indirect discrimination? Are the discriminatory acts unlawful? 1. Only hire female for the post of secretaries. 2. Refuse to hire a blind person even though s/he is the best qualified person for the job. The company fears that hiring a blind person may damage corporate image. 3. Require applicants for the post of physical exercise teacher to have a height of 170cm. 4. Hire a female counselor at a shelter home for battered women. 5. Give a student a lower grade because s/he cannot comply with the usual school attendance expectations due to periodical-hospital-based 6. 7. 8. 9. 10. treatment for diabetes. Reject a divorced person’s application for a credit card. Refuse to hire those aged over 40 as salespersons. Refuse to let out an apartment to a newly arrived family. Call Indian people “ah cha” and Filipino domestic helpers “bun mui”. Withhold a teacher from promotion after his/her sexual orientation is exposed. Discussion - Should we pass legislation against discrimination on the grounds of age, race and sexual orientation? What are the costs and benefits of passing these laws? Consider it from the perspectives of those who are discriminated against, of the organizations, employers and the society as a whole. 93 Exemplar 4 Activity Activity 4 Freddy suffered from a disorder which, after a corrective surgery, compelled him to use a wheelchair for 18 months. When he went back to school, he was laughed at and called “a cripple” by some classmates. As he was not allowed to use the staff toilet which was next to his classroom, he had to struggle with the help of some classmates to the boy’s toilets upstairs. After a few days, his primary school principal notified him of the decision to suspend him from school for as long as he needed to use his wheelchair. The principal claimed that the wheelchair would block the corridors and cause inconvenience to other school members. Freddy stopped going to school. He felt very upset and his self-esteem was adversely affected. [Modified from a case published in Equal Opportunities Commission News, Issue No. 10, April 1999, p.8.] Task Suppose you are a family member of Freddy, and you find the principal’s decision unreasonable. Write a letter of complaint to the Equal Opportunities Commission stating why you think this is a case of discrimination. You should also state your expectation of the school that would facilitate Freddy’s learning and would rebuild his self-esteem. 94 Exemplar 5 Core Module III: Development of Modern China1 Questions for enquiry: What are reasons for migrant workers? What problems do migrant workers bring? How can the issue of migrant workers and the resulting problems be tackled? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issues Key points 1. How desirable a. Rural reform are the current and urban strategies of development China’s economic development? Suggested questions for enquiry What paths has China undertaken in economic development since the establishment of the People’s Republic of China? What are the differences between planned economy and market economy? What is socialist market economy? What progress has China’s economic reform made since 1978? What rural reform has the government launched? What are the factors that drive China to develop township and village enterprises? What are the major characteristics of China’s urbanization and city reforms? What are reasons for migrant workers? What problems do migrant workers bring? How can the issue of migrant workers and the resulting problems be tackled? How can the divergences between urban and rural areas be narrowed? Values and attitudes Patriotism, sense of belonging, solidarity, equality, freedom and liberty, equal opportunities, human rights and responsibilities, human dignity, common good B. Objectives 1. To understand the general situation of Chinese peasantry; 2. To analyze the problems of China’s recent economic development; 3. To discuss the social problems created by migrant workers and the possible solutions to these problems. 1 Exemplar 5 is prepared by Dr. PANG Lai-kwan, Assistant Professor of Department of Modern Languages and Intercultural Studies, The Chinese University of Hong Kong. 95 Exemplar 5 C. Learning Activities Objectives Knowledge Area of enquiry Periods 1-2: Reasons of the 1. General situation of migrant workers Chinese peasantry phenomenon 2. Reasons behind the [Activity 1 – 4] phenomenon of migrant workers a Who are migrant workers? b Why do they choose to be so? 3. Potential problems migrant workers are facing in the urban areas Periods 2-3: Government’s 4. policy [Activity 5 – 7] Periods 1-2: Possible ways and policy to solve the problems of migrant workers Values and attitudes Skills Data collection, group discussion, analyzing picture, table analysis, understanding data Equality, equal opportunities, human dignity Analyzing photograph, criticizing essay, group discussion Equality, freedom and liberty, equal opportunities, human rights and responsibilities, human dignity, common good Reasons for the migrant workers phenomenon 1. This unit starts with the general situation of Chinese peasantry and investigates into the reasons for the phenomenon of the migrant workers. Students will form groups before class to collect, from sources such as newspaper, magazine, books and TV, at least three pieces of information about Chinese peasantry. 2. Discuss in class, basing on the collected information, the following: 3. What do you think about the general living situation of the inland farmers? What are their biggest problems? If you were a farmer, how would you improve your live? Use [Source 1] to prompt students’ interest into enquiring: Who are these migrant workers? Why do they choose to be so? 96 Exemplar 5 4. Use [Sources 2 to 4] explain that the phenomenon of migrant workers is largely a result of the increasing gap of income between rural and urban population, so that many labor power in the rural areas decide to go to the urban area to work and seek higher pay. 5. Teacher may use a map of China to show the directions of flow of migrant workers. 6. With reference to the examples of migrant workers jammed in train stations during Lunar New Year, those living in locked quarters, and those being suspected of theft, teacher can ask students about their own impressions of migrant workers. 7. To examine the problem migrant workers faced in the cities, students can refer to the statistics provided by [Source 5]. Teacher can invite students to questions why so many of migrant workers are manual labourers. Teacher should also introduce the problems of how household registration system in China confines the career development of peasant in a city [Source 6]. Periods 2-3: Government’s policy 1. Teacher first summarizes the social problems migrant workers might have created. Using [Source 7] students are invited to discuss how government can use social policy to solve the problems. 2. Micro-policy: According to [Source 8], discuss how the government can protect the migrant workers through specific social policies. 3. Macro-policy: According to [Source 9], investigate the government’s macro-economic plan that might or might not ultimately solve the migrant workers problem. 97 Exemplar 5 D. Key Concepts Uneven economic development Since the 1980s, China’s economic development is basically lead by cities along the coast. Inland areas developed in a much slower pace. It causes the increasing gap of the living standard between the areas along the coast and areas in the inland. Mobile population Due to different reasons individuals leave the areas of his or her permanent residence and move to other areas for temporary residence. Surplus labor When a place offers more labor power than what is needed, there will be some people who cannot find a job. Household registration system Under this system, the entire population of China falls under two categories. With no permanent urban residence rights, rural migrants are not eligible for the wide range of essential benefits available to urbanites, including employment, education and social security. It is very difficult for an individual to transfer his or her household (hukou) registration from one category to another in the past. 98 Exemplar 5 E. Teachers’ References Background Information The economic development in different parts of China has been uneven in recent years. The skyrocketing living standard of the residents living along the coast is a direct result of the opening up and reform policies. Comparatively, some regions of the inland stay stagnant. Since the 1980s, attracted by the higher salary in the cities and propelled by the lack of jobs at home, many rural inhabitants of China’s interior, particularly those poor peasantry, has traveled long distance to the urban areas for temporary jobs. They created a massive mobile population, the migrant workers. Many of them do not have permanent resident status in the cities, so they have to leave their younger and older family members at home. During certain days such as Lunar New Year, these migrant workers would all travel home and later back to their work place, creating tremendous traffic problems in China every year. Nonetheless, their contribution to the development of China in the last two decades has been significant. They sacrificed their family, and sometimes health, to provide cheap labor for the rapid development of the city. But a number of social problems also arise. They are often exploited by the employers and have no job securities and benefits. Without much social protection, they often run into industrial accidents. On the other hand, the urban residents hold biased views to these migrant workers, seeing them as causes of corruption and heavy burdens to the urban social system. For more details about the phenomenon of migrant workers, see 鄔滄萍編。《改革開放中出現的最新人口問題》。北京:高等教育出版社, 1996,第二章。 Woon, Yuen-fong. “Labor Migration in the 1990s: Homeward Orientation of Migrants in the Pearl River Delta Region and Its Implications for Interior China” in Modern China, Vol. 25, No. 4, October 1999, pp.475-512. 99 Exemplar 5 Student Reading Materials Source 1 The photo illustrated here is copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. [Source: Yazhou Zhoukan, Vol. 16, No. 11 (11 – 17 March, 2002)] Copyright of Photo: REUTERS/China Photo ASW/RCS CHINA YUEYANG Photo by CHINA PHOTO. REUTERS 2002. REUTERS NEWS PICTURE SERVICE 20/02/2002 100 Exemplar 5 Activity Activity 1 Discussion 1. Who are these people in the picture? 2. What are they doing? 3. The caption of the picture is: “New Hopes for New Life.” What does it mean? 4. Assume you are one among them. A reporter is asking you for your feeling, what would be your answer? 101 Exemplar 5 Student Reading Materials Source 2 The income of Chinese citizen is on a constant rise along with the rapid economic development of the country. More and more Chinese people are entering the middle class, and there are less and less households of poverty. However, a new situation is seen recently, that there is a wider gap between the income of the urban population and rural population. There are many reasons for this …... [D]ue to the different paces of economic development, those living in the eastern part usually have a higher income when compared to those in the western part and the central regions. At the same time, those living in the urban areas are also usually richer than their rural counterpart. [Translated from: 中國人口信息網,<http://www.cpirc.org.cn/>] Source 3 According to official estimation, half of the migrant workers in the whole country now concentrate in the Pearl River Delta. Most of them came from the Sichuan province. There will be 3.1 million migrant workers travelling east and south after the Lunar New Year, with an 8% increase compared to the last year. The province claims that there are 4.6 million Sichuaness migrant workers, among them 2.6 millions would travel home during this Lunar New Year. If these data are accurate, 500,000 more Sichuan youths will become new migrant workers this year. Many of them will go to Guangdong, Shanghai, Fujian, and Beijing to look for jobs. [Translated from: Yazhou Zhoukan, Vol. 16, No. 11, March 11, 2002, p.30.] 102 Exemplar 5 Student Reading Materials Source 4 The living standard of urban and rural population continued to improve. The annual per capita disposable income of urban households was 7,703 yuan in 2002, a real increase of 13.4 percent …... The per capita net income of rural households was 2,476 yuan, a real increase of 4.8 percent. [Source: National Bureau of Statistics. Statistical Communique 2002. 28 February 2003 <http://www.stats.gov.cn/english/newrelease/statisticalreports/1200303120088.htm>] Activity Activity 2 Discussion 1. 2. 3. 4. 5. Who are those leaving their home to go to cities to find jobs? According to what you know about China’s rural environment, what might be their reasons of leaving home? How do we call these people? Where do they usually go? Why are they attracted to these areas? 103 Exemplar 5 Student Reading Materials Source 5 % Mobile population /流動人口 W ho les /其 他 er s Ot h in g生 產 工 人 tu r 服 務 人 員 M an uf ac vi c Se r & ale fe s Pr o es / /批 零 貿 易 Re ta il Cl e rk /職 員 / 經 理 Urban resident / 城市居民 M an ag er sio na ls / 專 業 技 術 55 50 45 40 35 30 25 20 15 10 5 0 Career Distribution of Shanghai’s Mobile Population and Urban Residents in 1995 [Source: 蔡昉編。 《2000 年中國人口問題報告:農村人口問題及其治理》 。北京:社會科學文獻 出版社,2000,頁 90。] Activity Activity 3 Discussion 1. 2. 3. What do the two categories “mobile population” and “urban resident” mean in this graph? What are the careers occupied by most members of the “mobile population”? What are the careers occupied by most “urban residents”? 104 Exemplar 5 Student Reading Materials Source 6 In 1958, the National People’s Congress passed the first Household Registration Law in China, restricting the rural population to enter the city, and also to confine the inter-city moving population…. The rural residents have rural household, while the city people have city household. In the village the rural household is combined with the land, so that those peasantry with household registration can work in the agriculture and become farmer. For those living in cities, the urban household is combined with his/her labor and livelihood. The government will take care of his/her food and social benefits if s/he has urban household registration. They can work in government’s enterprises. They will be arranged jobs through central distributions after fulfilling one year of military duty. [Translated from: 人民網,<http://www.people.com.cn/>] Activity Activity 4 Discussion Based on Source 6, explain the differences of the two groups’ occupation patterns as shown in Source 5. 105 Exemplar 5 Student Reading Materials Source 7 Caption of the billboard: “Strengthening the management of the mobile population, promoting the economic development of the Capital” Activity Activity 5 Discussion 1. Where would this billboard be shown? 2. What might the slogan mean by “strengthening the management of the mobile population”? 3. What are the relationships between “the management of the mobile population” and “economic development”? 106 Exemplar 5 Student Reading Materials Source 8 …… To ensure the stability of our country when transforming from a rural country to an urban one, a permanent institution specialized in managing the movements of migrant workers should be established. (This institution should have the functions such as scientific research on the migration directions and social demands of migrant workers, educating and providing social security means to them, as well as managing the Household Registration System.) As China is a populous agricultural country, migrant workers are an important social group that should not be neglected during this critical period of social transformation. Since both the education standard and the living standards of migrant workers are relatively low, it is obvious that they are an underprivileged group. Both the difficult livelihood and the unpredictable migration patterns of migrant workers are factors affecting the order and stability of society. The managing of the migrant workers concerns four areas. First, to establish specialized official organizations to take care of their needs. Second, to provide education and training. Third, to protect their rights and wages. Fourth, to establish an archive and an effective system for migrant workers’ social security. Establishing a specialized institution and including the management of migrant workers as a part of the routine schedule of the government are necessary measures to protect the rights and to upgrade the qualities of migrant workers. Under this situation of disorder and disorientation, many of the migrant workers cannot receive vocational education, and there is no protection to their wages. Governmental commitment is essential to guarantee migrant good education that is best for the workers and for the government. Without the intervention of the government, the right of the migrant workers to enjoy a stable livelihood cannot be protected. [Translated from: 敖繼紅。《把關注社會弱勢群體的口號落到實處》。人民網,2003 年 3 月 3 日 <http://www.peopledaily.com.cn/>] 107 Exemplar 5 Activity Activity 6 Discussion 1. According to the writer, what are the problems migrant workers now facing? 2. What does the writer suggest? 3. Do you think if the ideas are practical or not? 4. If yes, how to implement this idea; and if no, any counter proposal? 108 Exemplar 5 Student Reading Materials Source 9 6. Questions related to the coordination of development of regional economies There have been speedy developments in different parts of China since the reform. Compared to the past, every region of the country is prospering. However, due to the differences in their conditions and starting points, some regions have developed faster than the others, thus widening the regional differences. This issue has attracted much social attention recently. It is very timely and necessary for the Proposal to set as the first strategy to highlight and solve the problems of regional disparities …… It is going to take some time to solve these problems. Fundamentally, allowing better areas to develop faster is beneficial to the country’s overall economy, and therefore also to the less developed areas. The eastern areas should use the favorable conditions in their region to continue to develop their strengths, so that their economic energy will also continue to increase. At the same time, the country should consider how to support the less developed areas in the central and western regions, so that these regions can develop their own economies and eradicate poverty. Translated from: 李鵬。《關於制定國民經濟和社會發展“九五”計劃和 2010 年遠景目標建 議的說明》 (1995 年 9 月 25 日) 。載於人民網,中國共產黨第十四次全 國代表大會, <http://www.people.com.cn/GB/shizheng/252/5089/5106/index.html> 109 Exemplar 5 Activity Activity 7 Discussion 1. Is the phenomenon of migrant workers a direct result of Government’s macro economic plan? 2. Can government’s macro economic blueprint help solve the problem? 3. Should the government reform the household registration system to solve the problems of migrant workers? 4. How can the government help to increase farmers’ income? 110 Exemplar 5 Activity Assignment/Extended Activity Debate Motion: ‘Migrant workers do more good than harm to the country’s social and economic development’ (Main arguments for the motion: solve the surplus labor problem in rural areas, increase the productivity in urban areas, and help alleviating poverty) (Main arguments against the motion: security problems, deteriorating rural economy, agitating conflicts between rural and urban population, social benefits of migrant workers) Writing task Write, in the first person of a migrant worker, a diary or a letter in about 100 words, expressing the problems and expectations of these workers working or looking for works in the city. (This assignment can help the teacher see how much the student understands the general situation of migrant workers.) 111 Exemplar 6 Core Module III: Development of Modern China1 Questions for enquiry: What are the factors that prompt state-owned enterprises to launch reforms? What are the effects of these reforms? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issues Key points Suggested questions for enquiry Values and attitudes 1. How desirable are the current strategies of China’s economic development? b. The reform of state-owned enterprises, enterprises of the non-public sector and China’s entry into the World Trade Organization (WTO) What are the factors that prompt state-owned enterprises to launch reforms? What are the effects of these reforms? How does the government handle the unemployment problem brought by the state-owned enterprises reform? What are the roles played by enterprises of the non-public sector in China’s economy? Why did China join the WTO? What are the opportunities and challenges brought by China’s entry into the WTO as a developing country? What are the opportunities and challenges facing Hong Kong following our country’s entry into the WTO? What are the roles played by Hong Kong economy in our country’s economic development? Patriotism, sense of belonging, solidarity, equality, freedom and liberty, equal opportunities, human rights and responsibilities, human dignity, common good B. Objectives 1. To know the historical background and importance of state-owned enterprises; 2. To understand the problems faced by state-owned enterprises in recent years and ways to carry out reforms; 3. To investigate the effectiveness of state-owned enterprise reforms and discuss the unemployment problem caused by these reforms. 1 Exemplar 6 is prepared by Mr. TAM Ka-chai, GEC, HKPolyU. 112 Exemplar 6 C. Learning Activities Objectives Knowledge Skills Value & Attitudes Period 1: Historical background of stateowned enterprises, the necessity to carry out reforms and reform methods up to the mid-1990s [Activity 1] 1. China’s development strategies before and after the reforms 2. Difficulties faced by state-owned enterprises and the necessity to carry out reforms Integration, comparison and analysis of data, collection of data Patriotism, sense of belonging, solidarity, equality Period 2: Ways to reform state-owned enterprises and the problem of laid-off workers [Activity 2] 3. The unemployment problem caused by state-owned enterprise reforms 4. The living conditions of those workers laid off by state-owned enterprises Analyze and discuss data Equal opportunities, human dignity, human rights and responsibilities, common good Area of enquiry Period 1: Historical background of state-owned enterprises and the need for reforms 1. Before class, students should read the historical background and the part on state-owned enterprises. [Source 1] 2. [Source 2]: Introduce the features of state-owned enterprises (SOEs). These “special features” are the products of history and the reasons for reform when China turns to a socialist market economy. 3. [Sources 3 & 4]: Analyze the economic problems brought about by SOEs since the 1950s, including the shortage of commodities and slack economic growth. Help students understand the necessity for reform. 113 Exemplar 6 Period 2: Ways of SOEs Reforms and the Problem of Laid-off workers 1. [Source 5]: Introduce China’s reform strategies since it adopted the opening up and reform policies, and briefly describe their effectiveness. 2. After seventeen years of SOEs reforms (1978-1995), enterprises have attained a high degree of autonomy. Many have become more profitable and are less reliant on the state. Because of market competition, the SOEs have to upgrade the quality of their products by improving management and introduce technology innovations. They have to increase sale, cut down on costs, enhance market share and ultimately, make more profits. But problems have continued to plague SOEs even today, such as financial losses, slow growth rates, heavy debts and social costs [Sources 6 & 7]. Use [Source 8], the reform of the Kunming Pharmaceutical Corporation, to illustrate how SOEs deal with the problems. 3. Teachers should highlight successful reforms undertaken by some SOEs, and also explain the failure, such as the closing down of many small-scale enterprises and those with heavy debts. [Source 9] brings out the fact that many enterprises have been sacking redundant workers in recent years. [Source 10] describes the living conditions of laid-off workers. Teachers should explain to students that laid-off workers have made significant contributions to the country and should not be held responsible for the poor performance of enterprises. Neither should they be seen as social burdens. Students are encouraged to take a sympathetic attitude towards their suffering and try to figure out how the government and the people can help. 114 Exemplar 6 D. Key Concepts State-owned Enterprises These enterprises are still owned by the state but their daily operation is left to the management staff. They develop their own production plans and financial budgets. After satisfying the financial requirements of the state, they are free to invest their profits to pursue further goals of development set by them. State-owned Enterprise Reforms State-owned enterprises came into existence because of the planned economy. But because of new market conditions, significant changes must take place in management, structure and strategies. Reforms began with the delegation of management powers to staff. Later, further reforms were introduced focusing on the heavy debts, the high cost of social responsibilities and redundant personnel. Redundant Personnel When the profit margins of state-owned enterprises (SOEs) are low, or when SOEs are losing money, cutting staff has to be considered. Workers whose workload is consistently light and who make little contribution to the enterprise have to be laid off. The government refers to these people as “surplus personnel”. Laid-off Workers This term often refers to people who are laid off from state-owned enterprises. The government gives them a certain amount of subsidies and looks for other job opportunities for them. The government does not consider them unemployed and treats them differently from those who are unemployed. 115 Exemplar 6 E. Teacher’s References 1. Supplementary Information 1 State-owned enterprises (SOEs) have been the backbone of the Chinese economy since 1949. In the pre-reform period (i.e. before 1978), SOEs accounted for nearly 80% of China’s gross industrial output and more than 90% of the state’s revenue came from SOEs. As SOEs are products of mandatory economic planning in the past, they often suffer from substantial deficits. Huge amounts of subsidy are needed. To keep the SOEs going, making them a heavy burden to the state. To quicken China’s economic progress and to build a healthy economic structure in order to meet the challenges of the World Trade Organization, SOEs must be reformed thoroughly. In order to reduce the debts and improve the structure of these enterprises, many workers would have to be dismissed. As the social security system for the unemployed is not yet well developed, the livelihood of laid-off workers is threatened, and may lead to instability in China. The Chinese government must address these issues. For more information about the problems facing state-owned enterprises since the 1990s, see the following reference: 王勛。 〈90 年代的中國國有企業改革〉 。出自鄭宇碩編, 《中國評論一九九八》 。 香港:中文大學出版社,1999。 116 Exemplar 6 2. Supplementary Information 2 (for Period 1) Social Burdens of State-owned Enterprises Under a planned economy, SOEs perform many social security functions, including provision of pensions, medical care and housing. 1. Pension The pension system of SOEs has many shortfalls. First of all, current employees have to bear sole responsibility for paying the pensions of retirees. The ratio of retirees to working staff of many SOEs sometimes reaches 1:1. Second, there is no independent unit responsible for the administrative duties of distributing the pension funds. Management staffs of enterprises have to take care of this as well. In some cases, extra administrative personnel are needed, leading to an increase in expenditure. Third, in order to guarantee the basic living standard of retired employees, many enterprises have to draw from operation funds in order to keep up with inflation. 2. Medical Care Enterprises have to cover all the medical expenses and the sickness allowance of employees. In addition, enterprises have to reimburse 50% of the medical expenses of workers’ family members. Many SOEs run their own hospitals and clinics, providing one-third of total hospital beds in China. These health care institutions employ 1.4 million medical workers, which account for one-third of the country’s total number of medical personnel. These hospitals and clinics mainly serve the employees of their respective enterprises and their families. These resources might be underused. 117 Exemplar 6 3. Housing SOEs have been responsible for the building, the allocation and the maintenance of houses for their employees, but this system have many drawbacks. First, funding has to be found to build houses and allocate them among employees. Managers often find their workload increasing, making it impossible for them to concentrate on the business of the enterprises. Second, some enterprises, especially those without sufficient capital for housing, tend to use funds otherwise targeted for capital construction and technological renovation projects, thus affecting production. Redundant Workers In the 1990s, SOEs had redundant staff of over 10 million people, or 12% of the total work force in the sector. The large number of redundant workers shows that such enterprises are not profitable or efficient. With state-owned enterprise reforms, the problem of redundant worker worsens because of the following reasons: 1. To lower costs and increase efficiency, laying off workers is inevitable. 2. Automation, computerization, and other advances in science and technology means that more state-owned enterprise employees will be laid off. [Adapted and translated from: 王勛。〈90 年代的中國國有企業改革〉 。出自鄭宇碩編, 《中國 評論一九九八》 。香港:中文大學出版社,1999。] 118 Exemplar 6 3. Supplementary Information 3 (for Period 2) Solutions to problems encountered by SOEs Debt Solutions Lack of financing 1. Banks restructuring SOE assets by turning debts into channels equity holding. 2. Foreign investors buying out SOE debts. 3. Workers buying SOE shares, to generate capital and reduce debts. Poor management 1. Merging healthy enterprises with problematic ones. 2. Allowing long failing and poorly managed enterprises to declare bankruptcy. Lack of further 1. Concentrating future investment in large-scale and investment from the critical enterprises, while allowing small, failing state enterprises to become private, with no further government investment. Pension 1. Establishing pension funds that pool together resources from enterprises, individuals and the state under a unified management. 2. Changing the official retirement ages from 60 to 65 for men and from 55 to 60 for women. 3. Investing pension funds for reasonable return. Medical Care 1. Divorcing medical care institutions from the enterprises and make them responsible for their own finances. In this way, they can also serve the community better. 2. Building a socialized medical insurance system. Housing 1. Providing housing by monetary distribution, rather than mortar and bricks. 2. Commercializing housing in cities in the long term, hence encouraging workers to buy their own home. [Adapted and translated from: 王勛。〈90 年代的中國國有企業改革〉 。出自鄭宇碩編, 《中國 評論一九九八》 。香港:中文大學出版社,1999。] 119 Exemplar 6 4. Supplementary Information 4 (for Period 2) A Package for Redundant Workers China is implementing what has come to be known as the three-allowance policies. First, when a SOE dismisses its workers, the state provides for the workers’ basic needs; second, the laid-off workers are entitled to unemployment allowance if they are not re-employed within a specified period (usually three years); third, in case they cannot find employment within the prescribed period, the government would provide a basic living allowance. A consistently unemployed person inevitably sinks into living conditions of a much lower standard. In the course of reform, a special status of “laid-off workers” is created, which could be seen as a transitional arrangement. Though these workers do not go to work, they still maintain their status as employees with the enterprise, and still enjoy parts of the wages and allowances. The enterprise also offer “re-training programmes” to assist them find employments elsewhere. The package is obviously made for the sake of social stability. Still, the package remains a huge financial burden on the enterprises. Unemployment insurance is contributed to by workers, enterprises and provincial governments. If the enterprise is not making a profit, it cannot provide for the laid-off workers. Provincial governments too live on very stringent budgets, finding it difficult to develop long-term solutions. [Adapted and translated from: 鄭毓盛。《國企改革,要除掉社保包袱》。香港經濟日報,2002 年 4 月 9 日。] 120 Exemplar 6 Student Reading Materials Source 1 The Concept and Development of State-owned Enterprises From “State-run Enterprise” to “State-owned Enterprise” “State-owned enterprises” is a new concept, reflecting the changes brought about by the reforms by the end of the 1970s. These enterprises were once called “state-run enterprises”. The “state-run enterprises” were not just owned by the state. They were directly operated by the state. At the time, the management staff simply carried out plans and orders of the state. They did not have the power to formulate business strategies, let alone set their own production and profit goals. With the reforms, the idea of the planned economy is abandoned. Business operation is entrusted to the management staff. These enterprises still state-owned, but are no longer operated by the state. [Source: 陳文鴻、朱文輝。 〈市場化抑或私有化?──中國國有企業改革的策略與走向〉 。 出自王耀宗編,《神州五十年:香港的視野》 。香港:牛津大學出版社,2000。] National Development Strategies and the Role of State-owned Enterprises When the People’s Republic of China came into being in 1949, China was suffering from a very backward economy, with the industrial sector providing only 12.6% of the national income. Among advanced industrialized countries, the industrial sector generally accounted for about 50% of the GDP. So China had to improve the backward economic structure as soon as possible, to speed up industrialization, and increase heavy industries in the entire industrial structure. The party and the government decided to give top priorities to the development of heavy industries as an essential part of their economic strategies. 121 Exemplar 6 Student Reading Materials The government wanted to complete the industrialization of China within a short time. In order to ensure that all state resources would be effectively channeled to heavy industries, they opted for a planned economy which replaces market demands by administrative order, and used surpluses from agriculture and light industries to subsidize heavy industries. As a result, many huge state-run enterprises were established in big cities and every industrial centre. The effectiveness of the strategy is obvious. From 1952 to 1978 industries’ share in national income rose from 19.5 to 49.4%, most of which could be attributed to state-run enterprises. During this period, production of state-run enterprises also increased 17.15 times, and its share in gross industrial output value rose from 40.5% to 80.8%. The growth of heavy industries was thrice that of light industries. However, by 1978, China had begun to adopt the opening up and reform policies and implement a series of reforms. Many state-owned enterprises lost government subsidies and were plunged into difficulties. Since heavy industries have lower degrees of flexibility, and all the technical facilities had been set up to cater to a planned economy, they had difficulties in meeting market demand. State-owned enterprises are now known to be backward and poor in management. In the late 1990s, non-state-owned enterprises in China flourished. As these enterprises are products of a market economy, they have a better sense of the market and greater flexibility, posing much threat to the state-owned enterprises. With China joining the WTO, the influx of foreign investments would make the situation even more competitive. To cope with the new business environment, state-owned enterprises must be reformed thoroughly. [Adapted and translated from: 林毅夫、蔡昉、李周。 《中國的奇蹟–發展戰略與經濟改革》 。香港:中文大學出版社,1995。 林毅夫、蔡昉、李周。《中國國有企業改革》 。香港:中文大學出版社,1999。] 122 Exemplar 6 Student Reading Materials Source 2 Worker B: The sole responsibility of SOEs is to carry out production as ordered by the government. We take no consideration of resources, pricing, providers and markets. All these are determined directly by the state. We only need to fill the production quota as laid down by the state and ensure that we reach the set targets. We do not Worker A: We never worry about not having enough outlets for our products. We do not care about the product variety. Nor do we bother about improving their qualities. Upgrades and innovation? These are not our concerns! We survive, and we’ll be fine. care about what to produce or production cost. Nor do we bother about profits. Should there be losses, we ask the state for compensation. Worker C: SOEs are like miniature societies. The enterprises look after our well being, provide us with housing, medical benefits, children’s education and retirement pensions. Generally we are employed for life. 123 Exemplar 6 Student Reading Materials Source 3 An emphasis on heavy industrial development for a prolonged period means gross shortage of daily necessities and very small rise in income. From 1953 to 1978 the average annual income of workers in China was below US$200. The income of farmers grew even less. Farmers benefited less from the expansion of heavy industries. Many are still suffering from absolute poverty – a problem China has to face even today. [Adapted and translated from: 林毅夫、蔡昉、李周。 《中國國有企業改革》 。香港:中文大學 出版社,1999,頁 42。] Source 4 The economic development of the mainland had been lagging behind that of developed countries and the gap was growing wider. In the early 1980s the mainland’s per capita GNP was US$300, about 2.3 % of the U.S., and 3% of Japan. Compared with other developing countries/regions which were once on a similar level of economic development, the mainland also seemed backward. From 1956 – 1973, Asia’s “Four Little Dragons” – South Korea, Singapore, Hong Kong and Taiwan – enjoyed GDP growth of 10%, 13%, 7.9% and 11% respectively. [Adapted and translated from: 林毅夫、蔡昉、李周。 《中國國有企業改革》 。香港:中文大學 出版社,1999,頁 42。] 124 Exemplar 6 Student Reading Materials Source 5 Rights to manage financing and resources Right to give incentives A degree of autonomy, such as the right to allocate profits Right to claim remaining profits after giving share to government Rights to raise salaries Effects arising from the sharing of power and profits as outlined above: Managers and workers would work harder and use resources more effectively in the hope of generating more profits and income. They would give more care to the productivity of the enterprise. The enterprises would generate more profits. Individual income increases. 125 Exemplar 6 Student Reading Materials Source 6 In 1995, SOEs only accounted for 1.61% of the entire industrial economy. Their share in gross industrial output value had dropped from 80.8% in 1978 to 33.97% in 1995. Though there was a rise in SOEs production, it was lower than that of non-state-owned enterprises. On the other hand, SOEs accounted for 63.72% of the net value of fixed assets of industrial enterprises, hiring some 66.52% of the working population, and making up 56.91% of the total sales and value added taxes. [Adapted and translated from: 林毅夫、蔡昉、李周。 《中國國有企業改革》 。香港:中文大學 出版社,1999,頁 1-3。] Source 7 In 1995, there was a rise of 8.2% in SOE industrial production (with regard to gross industrial output value). At the time, there was 15.2% increase in collective-owned industrial enterprises, and 51.5% increase in individual-owned industrial enterprises (including private enterprises), while 37.2% increase in other types of industrial enterprises. The retiring working population of SOE is 10.234 million, which was some 23.1% of the entire industrial working population. Retirement pensions and other benefits reached 603.8 billion, accounting for 15% of the profits earned by the enterprises. The internal and social burdens of SOEs are greater than non-state-owned enterprises. [Adapted and translated from: 中華人民共和國國家統計局第三次全國工業普查辦公室。 《關於第三次全國工業普查主要數 據的公報》 。2001 年 9 月 1 日 <http://www.stats.gov.cn/tjgb/gypcgb/qggypcgb/200203310150.htm>] 126 Exemplar 6 Student Reading Materials Source 8 Kunming Pharmaceutical Corporation used to be an old SOE with more than forty years of history. As the planned economy gives way to a market economy, like other medium- to large SOEs, the Kunming Pharmaceutical Corporation has to deal with issues such as unclear property rights, intertwinement of government administration and enterprise management, social burdens, etc. Its debt rose 4% annually. At its most difficult times, it incurred a high debt ratio of 80.2%. One of the most remarkable features of the re-structuring of Kunming Pharmaceutical Corporation is its transformation from “one-share monopolization” by the state into a multi-holders structure. Of the shares of the enterprise, 36.8% are owned by the state, while its workers take over 19.5%, and two other companies 3.4%. The enterprise also takes in 55.19 million from society, lowers the debt ratio to 64%. These strengthen the enterprise and enable it to raise capital from outside the government. The role of the government changes drastically. Previously, it was the mastermind of the enterprise, but now it is only a shareholder. In the past, the government was the manager of the entire enterprise, but now the enterprise manages itself and is responsible for its successes and failures. The government no longer interferes with management activities and the enterprise is no longer dominated by a few important individuals, such as the manager or the secretary. Workers have bought shares in the enterprise, and now are much concerned with its goals, targets, management and investment strategies and allocation of resources. After three years of continuous exploration, Kunming Pharmaceutical Corporation has developed an effective scheme for workers recruitment, training and appraisal and, punishment and reward. Of the more than 60 members of the middle management team, 20% have been screened out and replaced with better staff. Even the senior management team has changed twice in three years. Only the best can survive such tough competition. People with the best attitude and ability can ensure an increase in income. [Adapted and translated from: 《人民日報》(1999 年 12 月 07 日第 2 版) <http://www.people.com.cn/item/szqh/news/sl/ sl110.html>] 127 Exemplar 6 Student Reading Materials Source 9 Number of workers in state-owned enterprises nationwide Year Number of Workers ( in 10,000 ) 1996 7712.1 1997 7280.9 1998 6975.6 [Adapted and translated from: 《中國國有資產年鑑 1996》 、 《中國國有資產年鑑 1997》 、 《中 國國有資產年鑑 1998》 。北京:經濟科學出版社,1997,1998, 1999。] 128 Exemplar 6 Student Reading Materials Source 10 The Lowliest in Beijing City: a Laid-off Worker Old Mr. Li initially worked as a supervisor in an enterprise, but was later sacrificed on the altar of reform. Still in his fifties, he was forced to retire early. Though he was paid a salary of over 1,000 yuan, he now survives on a few hundred yuan from retirement pension, which is hardly sufficient for a family of five. His greatest problem was is the support of his mother who is over eighty and whose medical expenses take up a large share of his income. Li is too old to get re-employed. He and his wife can only resort to collecting garbage to support themselves. Early in the morning, the Li couple goes out to pick paper scraps, empty tins and plastic bottles. When night falls, they carry what they have collected to the garbage collector. They can possibly earn about ten dollars a day. This amount, on top of the retirement pension, ought to be enough for the couple and their aged mother. However, as they have to cover the tuition fees of their children, they need to find other solutions. Because of their tight budget, they cannot always afford plain rice. They have to do with congee made of maize powder and water. In the two years since he was dismissed, old Mr. Li has not bought a single piece of new clothing for his family. Nor has he bought new furniture for the house. They never have any entertainment – they cannot even spare much time sitting together to chat since they work from dawn till dusk. After supper, they go to sleep as soon as possible, because they have to get up early in the morning. Their children have to help with garbage collecting after school. They can only study at night. Their study environment is very poor. Their house is illuminated by a tiny oil lamp. But no matter how hard life is, Mr. Li insists on education for his two sons. He had not received any proper education, but he knows too well that his plight is brought about by illiteracy. Education can bring a positive change to his life. The only way to escape from the dreaded state of poverty is through studying. Therefore he ensures his sons receive proper schooling. [Adapted and translated from: 周昭何。<北京市的最低下階層 – 下崗工人>。出自劉錫霖主 編,《問學燕園──香港理工大學學生北京暑期課程文章選 輯》 。香港:香港理工大學通識教育中心,2002。] 129 Exemplar 6 Activity Activity 1 Refer to Sources 2 – 4, and answer the following questions: 1. Mr. Chan spends his own money to run a factory. He not only serves as factory owner, but also general manager directly involved in running the business. What concerns Mr. Chan most? Compare Mr. Chan with a SOE manager. Do they have different concerns? 2. Refer to question (1), account for the differences. 3. If you were the worker in a situation described in Source 3, how would you feel? 4. If you were the farmer in a situation described in Source 3, how would you feel? 5. Refer to Source 3, as a worker/farmer, what would you consider to be the proper measures the government can undertake? 6. What are the factors which lead to the great disparity between the mainland of China and other countries/regions in terms of economic development? 7. If the situation persists, what impact would it have on the mainland of China? 130 Exemplar 6 Activity Activity 2 Refer to Sources 5 – 10, and answer the following questions: 1. According to Source 6, are SOEs significant in the national economy? Please explain. 2. Throughout more than a decade of reforms, and based on Sources 6 & 7, what are the problems which still plague SOEs? 3. How do the Kunming Pharmaceutical Corporation reform strategies differ from what have been mentioned in Source 5? 4. Refer to question (3), can the restructuring of Kunming Pharmaceutical Corporation solve the problems mentioned in Source 7? 5. In recent years, has the number of workers employed in SOEs changed? What has this to do with SOE reforms? 6. According to Source 10, what sort of changes do laid-off workers encounter with regard to their wages and living standard? If you were worker C in Source 2, what would you feel in such tough times? 131 Exemplar 7 Core Module III: Development of Modern China1 Questions for Enquiry: What political reforms have been launched in the rural sector? What are the problems and prospects for political development in China? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issues 2. What is the impact of reform and opening-up policies on China’s future development? Key points a. Political development Suggested questions for enquiry Values and attitudes How do economic development and the opening-up policies affect China’s political development? What attitude do people living on the mainland hold towards political development? What political reforms have been launched in the rural sector and different levels of government? What are the problems and prospects for political development in China? What are the options for political development in China in the future? Patriotism, sense of belonging, solidarity, equality, democracy, freedom and liberty, equal opportunities, human rights and responsibilities, human dignity, common good, sustainability, mutuality, culture and civilization heritage B. Objectives 1. To investigate the political reforms now being carried out in Chinese villages; 2. To investigate the impact of democratization in rural areas and on village political structures; 3. To enhance students’ understanding of the village political structures in China. 1 Exemplar 7 is prepared by Mr. TAM Ka-chai, GEC, HKPolyU. 132 Exemplar 7 C. Learning Activities Objectives Knowledge Area of enquiry Period 1: Political reforms now being carried out in Chinese villages [Activity 1] Period 2: Problems and prospects of political reforms in China [Activity 2] Period 1: 1. Values and attitudes Skills 1. The objectives, history, ways and problems of political reform in villages 2. The self-governing village systems 3. The difficulties in electing and forming villagers’ committees Integrate, compare and analyze data, collect data, comprehend short passages & charts Patriotism, sense of belonging, solidarity, equality 4. The actual running of villagers’ committees 5. Reasons for reforming the election process of villagers’ committees Analyze data and discuss Democracy, freedom and liberty, equal opportunities, human dignity, human rights and responsibilities, common good Political reforms now being carried out in Chinese villages We are dealing with Chinese political reforms at the grassroots level in this teaching session. Problems encountered in the introduction of a more democratic system to Chinese villages are also discussed. Ask students to read [Sources 1 to 5], and then complete [Activity 1]. 2. [Source 1] will be made use of in class as a brief introduction to the background and steps taken by the Chinese government to introduce political reforms in rural villages. 3. [Sources 2 & 3] briefly introduce the self-governance bodies formed as a result. Whether the “villagers’ committee” is an apparatus to tighten governmental control or to reflect public opinions should be discussed in class. 4. Teachers can make use of [Sources 4 & 5] to explain possible problems in the election of villagers’ committee members. What improvement can be taken in order to achieve a fairer election outcome. 133 Exemplar 7 Period 2: Problems and Responsibilities of Villagers’ Representatives 1. Ask students to read [Sources 6 to 8], and then complete [Activity 2]. 2. Use the real life examples in [Sources 6 & 7] to illustrate the actual election process in villages. 3. Use [Source 8] to inspire students of the ways to ensure that the elected villagers’ committees are fulfilling their responsibilities. D. Key Concepts Election Leaders and representatives are elected through voting. Currently, there are two different kinds of election in China. The first type has the same number of seats and candidates. For the second type, the number of candidates is higher than the number of seats. Vote This is the way by which electors show their wishes and indicate their choices. This is done through ballots or a simple show of hands. The Chinese government expects villagers to vote anonymously and confidentially. Sea Election This is direct election on the village level. Those who register for the election have the right to vote and the right to stand for election. Each registered elector has one vote. “Sea Election” is Northeast dialect with “sea” connoting “big” or “popular”. Villagers’ Committee Villagers’ committees are grassroots mass autonomous organizations which are responsible to manage public affairs and social services in their areas, mediate civil disputes, help maintain public order and convey residents’ opinions and demands and make suggestions to the people’s government. 134 Exemplar 7 E. Teacher’s References The Constitution of the People’s Republic of China promulgated in 1982 introduced administrative reform on the village level. According to article no. 111: The residents’ committees and villagers’ committees established among urban and rural residents on the basis of their place of residence are mass organizations of self-management at the grassroots level. The chairman, vice-chairmen and members of each residents’ or villagers’ committee are elected by the residents. The relationship between the residents’ and villagers’ committees and the grassroots organs of state power is prescribed by law. The residents’ and villagers’ committees establish committees for people’s mediation, public security, public health and other matters in order to manage public affairs and social services in their areas, mediate civil disputes, help maintain public order and convey residents’ opinions and demands and make suggestions to the people’s government. The above article grants the villagers the right to form “villagers’ committees”, representing the villagers’ welfare and being responsible for the running of the grassroots village communities, by free election. Since the 1980s China has carried out self-governance at the village level by allowing villagers to form “villagers’ committees”. In 1987, the government promulgated the “Organic Law of Villagers’ Committees” (trial code), which stipulated that the committees be formed by villagers through a system of direct election. In 1998, it underwent further amendments, and the “Organic Law of Villagers’ Committees” includes the following: All villagers over 18 have the rights to vote and rights to stand for elections; Candidates to become villagers’ committee members are nominated directly by villagers, and there is no upper limit to the number of nominations; There shall be a multi-candidate election, secret ballots, open counting of votes, a private place to mark a vote, and on-the-spot announcement of the election results. 135 Exemplar 7 Village reforms allow fellow villagers to elect and form a “villagers’ committee” which in turn governs them and represents their interests. Chinese society, as a result, is becoming more democratic. Yet, as many villagers are not very educated and know very little about their rights and responsibilities, carrying out these political reforms is never an easy task. This situation is further worsened by the conflict between the interests of local cadres and the implementation of a democratic political system. We are going to study the progress, problems and prospects of political reforms being carried out in Chinese villages in recent years. Students will know more about the governance of villages in rural China through case studies. For the whole text of the “Organic Law of Villagers’ Committees”, refer to the Ministry of Civil Affairs of the People’s Republic of China website: http://www.mca.gov.cn/laws/law7.html For administrative reforms in Chinese villages, please refer to: 陳兆華。〈村民與公民社會〉。出自鄭宇碩編,《中國評論一九九八》。香港: 香港中文大學出版社,1999。 高純。 〈村民與公民社會〉 。 《當代中國研究》 。1997 年,第一期,總第 56 期。 王旭。 〈探求新的民主化模式:鄉村中國的基層民主〉 。 《當代中國研究》 。1997 年,第一期,總第 56 期。 136 Exemplar 7 Student Reading Materials Source 1: Political Reforms in Chinese Villages – a Chronology Late 1950s The state collectivized rural villages and form people’s communes. 1970s Since the implementation of reform, China’s economy had undergone drastic changes. On the level of rural villages, since the 1970s people’s communes had gradually been replaced by the household contract responsibility system. Farmers could decide on the use of land resources and modes of production. However, after the dissolution of people’s communes, questions arose as to who should be responsible for issues such as birth planning, tax collection, settlement of conflicts, maintenance of social order, and the development and management of public facilities. There was need to re-organize the administrative structure at the rural grassroots level. 1982 In the new constitution promulgated by the National People’s Congress, clause 111 prescribes that all villagers should elect and form “villagers’ committees” among themselves as self-management bodies. 137 Exemplar 7 Student Reading Materials November 1987 The “Organic Law of Villagers’ Committees” (trial code) was enacted by the 6th National People’s Congress and was administered by the Ministry of Civil Affairs. The law clearly stipulates that the chairs, vice chairs and committee members of villagers’ committees are to be chosen by direct elections. November 1998 At the 9 National People’s Congress, the “Organic Law of Villagers’ Committees” was enacted, which further confirms the self-management nature of villagers’ committees, and refines the direct election procedure. The law includes the following: th All villagers over 18 have the rights to vote and rights to stand for elections; Candidates to become villagers’ committee members are nominated directly by villagers, and there is no upper limit to the number of nominations; There shall be a multi-candidate election, secret ballots, open counting of votes, a private place to mark a vote, and on-the-spot announcement of the election results. [Adapted and translated from: 陳兆華。〈村民與公民社會〉。出自鄭宇碩編,《中國評論一九九 八》 。香港:香港中文大學出版社,1999。] 138 Exemplar 7 Student Reading Materials Source 2 : Self-governing Bodies in Rural Villages Overview China covers a vast geography and has a huge population, the cultures of which vary among provinces and regions. As it is, there is no uniform blueprint in the formation of self-governing villagers’ committees. There are wide varieties of villagers’ committees in different areas. According to the “Organic Law of Villagers’ Committees” (trial code), the self-governing structure of a village is divided into two parts: (1) Villagers’ committee: an administrative organization directly elected and accountable to villagers’ assemblies; (2) Villagers’ assembly: formed and participated in by the total adult village population, which discusses and decides on matters related to the welfare of the whole village, and may urge the members of villagers’ committees to resign or make a recall request according to law. The “Organic Law of Villagers’ Committees” (trial code) also stipulates that it is (1) that calls the meeting of (2). Many villagers are quite mobile and often have heavy workloads. Some are scattered over different areas in a village. It is sometimes difficult to get all of them into a meeting. Thus, article 21 of the “Organic Law” allows villages with a huge population to elect a villagers’ representative per 5 – 15 families in order to discuss and decide on the matters authorized by the villagers’ assembly. [Adapted and translated from: 高純。 〈村民與公民社會〉 。 《當代中國研究》 。1997 年,第一 期,總第 56 期。] 139 Exemplar 7 Student Reading Materials Source 3 Functions of Villagers’ Committees: The villagers’ committee is a grassroots mass autonomous organization for villagers’ self-administration, self-education and self-service in the exercise of democratic election, democratic decision-making, democratic administration and democratic supervision. It shall manage public affairs and social services in their areas, mediate civil disputes, help maintain public order and convey residents’ opinions and demands and make suggestions to the people’s government. [Article 2, “Organic Law of Villagers’ Committees”] Specific duties include: Economy & Production 1. draw up village development plans, as well as annual production plans and budgets 2. coordinate and provide services to the private economy 3. manage village-owned land, as well as other collectively owned assets and enterprises Education & Public Services 1. provide education, public health care, poverty relief, as well as other social welfare services Public Administration 1. mediate civil disputes 2. assist the state public security authority to maintain law and order 3. administer, on behalf of the state, tasks related to family planning, tax collection, state procurement and conscription [Adapted and translated from: 陳兆華。 〈村民與公民社會〉 。出自鄭宇碩編, 《中國評論一九 九八》。香港:香港中文大學出版社,1999。] 140 Exemplar 7 Student Reading Materials Source 4 The “Organic Law of Villagers’ Committees” stipulates that: Article 11 The villagers’ committee chair, vice chair and committee members are directly elected by villagers. No organization or individual is allowed to assign, appoint or arbitrarily alter members of the villagers’ committee. Article 14 In the election of the villagers’ committee, the candidates are nominated by villager members with voting rights. The number of nominees should be greater than the available seats. Only candidates who obtain more than half of the votes of villagers will be considered eligible for the seats. There shall be a multi-candidate election, secret ballots, open counting of votes, a private place to mark a vote, and on-the-spot announcement of the election results. 141 Exemplar 7 Student Reading Materials Source 5 After the election date was announced, the candidates try to attract supporters and organize support teams for election. How do they accomplish this? Through connections? Approaching people whom they have confidence in, buying them cigarettes, and saying, “remember to vote for XXX”. No, not as simple as that. A candidate would rather have a man stationed at every voting stand, distributing cigarettes while urging villagers to vote. Some villagers are illiterate, which makes it hard to keep their votes secret. In other places, however, to ensure that voting is kept secret, they hire people to fill out voting forms for the illiterates. But then, of course, there are people who violate the election rules by cheating as they fill out the forms. On the day of election, voters must write the name of their preferred candidate on the voting form, which is then collected and counted. If a candidate secures more than half of the votes, then s/he is elected. If the number of votes is equal and the winner cannot be determined at that time, a run-off election should be held between those receiving an equal number of votes. The candidate that receives the most votes shall win the election. In the election process, one of the greatest controversies has to do with ballot counting. According to the “Zhejiang Province Measures for the Election of Villagers’ Committees”, the election must take place under the scrutiny of government officials. Hence every village sends two staff for this purpose. However, the qualities of these people very often are not up to par. Even with such direct supervision, there have been problems such as losing count of ballots, which is only discovered after the announcement of the candidature for the run-off election. [Adapted and translated from: 江中月。〈農村選舉:淅江農村村際選舉近距離觀察〉。2002 年 8 月 22 日 <http://www.house2008.com/article.asp?articleid=2144> 高純。〈村民與公民社會〉。 《當代中國研究》。1997 年,第一期,總第 56 期,頁 130。] 142 Exemplar 7 Student Reading Materials Source 6 The following refers to statistics on the 1997 villagers’ committee elections in nine counties from three provinces (Fujian, Hunan and Jilin), showing the number of members of the Communist Party of China (CPC) and incumbent office-holders who get elected or re-elected: Table 1: Members of CPC who get elected Total number of villages covered Number of villages having members of CPC as chairperson of villagers’ committees Percentage 2969 2479 83.50% Table 2: Office-holder re-elected Total number of villages covered Number of villages having its current villagers’ committee chairperson re-elected Percentage 2969 2688 90.54% [Adapted and translated from: 中國農村村民自治信息網, <www.chinavillage.org/tjfx/tifx18.htm>] 143 Exemplar 7 Student Reading Materials Source 7 In the case of Guangdong village elections, about 20% of the incumbents were unsuccessful and accordingly dismissed. In Maoming City, almost every town has 2 – 3 administrative district party secretaries failing in villagers’ committee elections. A current deputy of the National People’s Congress (NPC) and party secretary of Datang administrative district in Xinpo Town, Ruan Qionggui, did not get re-elected, despite the fact that he was the head of the election committee of the villagers’ committee and had conducted various election activities. The reasons were obvious enough. Though he had been a cadre with the administrative district for more than 20 years, and his achievements were respectable, he alienated himself from the public since he became a NPC deputy. He reserved an official vehicle for his use only. He spent lavishly on receptions and squandered away some 100,000 yuan. When people requested for a water pump in order to soothe the drought, he turned down their requests claiming that the budget was tight. Village people are very practical and village elections are fair and reflective of voters’ preferences. Those with limited abilities, even if they are of the same clan or lineage, would not be elected. One example is the Gaoling village, where the Ke clan constitutes 80% of the population. But a Chen became the chair of the villagers’ committee. “If grassroots officials are not responsible or their management approaches are not right, then people inevitably will have complaints. However, as long as you are capable, fair, people will support you.” According to Su Zhineng, a villager of Linchen village in Huazhou, there were five officials who got nominated, and they all receive many votes and were elected to the villagers’ committee. The major reason was that they did an excellent job with water facilities and road construction, and were transparent in financial matters and other village affairs. Hence they obtained the support of the villagers. [Adapted and translated from: 曾勝泉。<廣東直選 – 兩成老村官“下馬”>。轉載自《農民日報》。1998 年 2 月 1 日 <http://www.chinaelections.com/readnews.asp?newsid={CC78396E-3061-4870-A6C4-AB 46D6C167B3}>] 144 Exemplar 7 Student Reading Materials Source 8 The First Agreement Signed in China by Elected Village Officials: Village Officials Need to Pay for Their Mistakes The first election agreement of village officials in China was made in Beiyu Village of Ruian City in Wenzhou, Zhejiang days ago. The newly elected village officials promised in the agreement that those who cause serious economic losses to the village collective during the terms of office should bear civic responsibilities for compensation. According to the present legal codes of China and the stipulations of Party Discipline, village officials who are non-government party members and who cause serious economic losses for the village collective are not liable if they do not break the law. But now, Ruian City has introduced “A civic responsibility system of compensations for misdeeds of villagers’ committee members”. According to the Wenzhou Daily, in accordance with this responsibility system, before the election, all candidates should sign a “guarantee paper” and after being elected an “agreement paper.” In the words of many villages, this agreement would definitely compel “village officials” to develop the collective economy. Otherwise, compensations would be called for. [Translated from: 《中國新聞網》] Students can refer to 中國人大新聞網 (http://www.people.com.cn/GB/14576/index.html), where grassroots democracy sub-index contains news reports on village elections (in Chinese). 145 Exemplar 7 Activity Activity 1 Refer to Sources 1 – 5, and answer the following questions: 1. Refer to Source 1, why is it necessary for the Chinese government to introduce political reforms in rural villages? 2. Refer to Source 2, use a diagram to indicate the relationship among the three parties: villagers’ committees, villagers’ assemblies and villagers’ representatives. 3. Refer to Source 2, which is more powerful, villagers’ committees or villagers’ assemblies? What impact does this power relationship have on the self-governance of villagers? 4. Refer to Source 3, of the following options, which is/are the appropriate description(s) of the nature of villagers’ committees? Please explain. Villagers’ committees are the adjuncts of the polity. Villagers’ committees are consulting organizations. Villagers’ committees are people’s self-governing organizations. Villagers’ committees are independent grassroots political organizations. 5. Does the election process described in Source 5 correspond with the one stipulated in the “Organic Law of Villagers’ Committees”? 6. Refer to Source 5, what needs to be improved in the election process? 146 Exemplar 7 Activity Activity 2 Refer to Sources 6 – 8, and answer the following questions: 1. Based on Sources 6 & 7, what is your understanding of (1) party officials getting elected to villagers’ committees; (2) members getting re-elected? 2. Refer to Source 7, what factors affect the election and re-election of villagers’ committee members? 3. A political analyst suggests, “Villagers’ committee election demonstrates the spirit of democracy**”. With reference to Source 7, do you agree with this statement? Please explain. 4. Refer to Source 8, what is the significance of the village election agreement? 5. Refer to Source 8, if ex-villagers’ committee member Mr Ruan had signed this election agreement, what do you think would have been the consequences? ** There is no specific definition for “the spirit of democracy”. Teachers may define the term with students before the discussion. 147 Exemplar 8 Core Module IV: Globalization1 Questions for enquiry: 1. What is globalization? 2. How do different parts of the world react to globalization? What are the possible consequences when globalization becomes a big trend? Suggested time allocation: 3 periods A. Extracts from the Curriculum Framework Issues Key points 1. What is a. What is meant globalization? by globalization? b.The trend towards globalization B. Suggested questions for enquiry Values and attitudes What is globalization? What are the main features of globalization in terms of economics, politics and culture? Will globalization lead to uniformity? Can the world sustain diversity under globalization? Rationality, critical attitude, interdependence, plurality, adaptable to changes What are the forces that promote globalization? How do different parts of the world react to globalization? What are the possible consequences when globalization becomes a big trend? Objectives 1. To be able to analyze and synthesize elements in one or more discourses; 2. To understand the nature of globalization; 3. To be aware that people have different understandings of globalization; 4. To comprehend why some people regard the globalization trend as a cause for worry; 5. To develop the ability to select and judge among confusing and contradicting information. 1 Exemplar 8 is prepared by Dr. YU Kam-por, GEC, HKPolyU. 148 Exemplar 8 C. Learning Activities Objectives Knowledge Area of enquiry Period 1: Different definitions and understandings of globalization [Activity 1] Period 2: consolidated holistic understanding globalization [Activity 2] A and Period 1: Values and attitudes 1. Different understandings of globalization Analysis Rationality, critical attitude, plurality 2. A comprehensive, accurate, and coherent understanding of globalization Synthesis Rationality, critical attitude, interdependence 3. Perspectives held by different people and reasons for worrying about the globalization trend Public speaking, role play, making comments, responding to comments Critical attitude, plurality, adaptable to changes of Period 3: Different perspectives on globalization [Activity 3] Skills Different definitions and characterizations of globalization Students look for definitions or characterizations of globalization on the web or from books or magazines. Each student or a small group of students chooses a definition and explains the main points. Instead of reproducing the whole definition, students highlight the main points in a concise way. The definitions are collected for further analysis and synthesis in Period 2. Sources 1 – 4 are sample passages that students could have come up with. These can be used as examples of what they are expected to do. 149 Exemplar 8 Period 2: Consolidating and sharpening the understanding of globalization Students search the Internet for pictures or cartoons that are relevant to globalization. A simple way is to visit the website of google: http://www.google.com/ enter the keyword “globalization”, and click on the “image” option. Each student or a small group of students selects one picture, then states what the picture tells about globalization. The sample pictures in Source 5 suggest what are expected. Period 3: Different perspectives globalization on globalization: A forum on The student activity in Period 3 takes the form of a forum. Roles are assigned to different students, and they have to do preparation before participating in the forum in this period. Each student is assigned the role of a particular person. Particular persons who have interesting views on globalization include: George W. Bush (he thinks globalization is good for the whole world); Mahathir Mohamad (he thinks globalization is good for the US but not for countries like Malaysia); Antony Leung (he thinks globalization is good for Hong Kong); George Soros (he thinks globalization creates a lot of problems for the world). 150 Exemplar 8 D. Teacher’s References Sample Analysis (For Period 1) 1. Source 1 basically regards globalization as an extension of liberty across national borders, such that different parts of the world will become one as benefits and problems are shared across borders. But there is something unclear about this definition. Whose liberty are we talking about? And the liberty to do what? Do all people in the world have liberty to choose which country to live in? Certainly not. So we have to be specific as to the kind of liberty we are talking about. Are we referring to free trade, or to the free flow of capital? It is also unclear how liberalization of the market will lead to the alleviation of poverty in different parts of the world. If globalization is such a good thing, how do we explain the presence of anti-globalization movements? 2. Source 2 regards globalization as “breaking down barriers to free trade”. This equates globalization with liberalization in world trade. But if so, how does it necessarily lead to a general increase in human liberty, as claimed in Source 1. Source 2 further explains why some people resist globalization. They include domestic protectionists who want to protect local industry and people who worry that multi-national corporations exploit labour and the environment in developing countries. The second part of the definition regards globalization as “integration and convergence on a global scale of all spheres of human activities”. There is a big gap here. What has liberalization to do with integration and convergence? How does liberalization lead to integration and convergence and not plurality and diversity? 151 Exemplar 8 3. Source 3 acknowledges that there are different uses of the term “globalization”, but points out that the main use of the term refers to “economic globalization” – growth in cross-border economic activities. But growth in cross-border economic activities takes various forms with different implications. We have to consider these forms separately when we look at the pros and cons of globalization. The World Bank favours greater openness in international trade and foreign direct investment but has reservations on greater freedom in capital market flows. The reason (not stated in the passage, but found in Source 7) is that free capital flows mean that capital can go wherever there is the highest return. So if a country wants to spend money to maintain a high standard of environmental protection or progressive taxation in support of social welfare, it might not be able to do so as such investment is less profitable. So globalization could mean the rolling back of the welfare state, and multi-national companies taking away some of the power of nation-states. 4. Source 4 considers “globalization” in areas outside the economy. It talks about the globalization of basic human values and the globalization of information. These are trends occurring in parallel with the globalization of capital. The implications should be examined separately. In Source 4, it is argued that globalization of human rights values together with the globalization of information helps develop norms for humanitarian intervention. Here we may notice that the term “globalization” is used in areas which may or may not be related to economic globalization. 152 Exemplar 8 Sample Analysis (For Period 2) Based on the above passages (Sources 1 to 4), we can say globalization is a kind of liberalization that stretches across borders. It mainly refers to economic activities such as international trade, multi-national corporations, and global capital flows. The free movement of capital means that capital can go wherever there is the highest reward. The global economy will therefore be further shaped by capitalist principles. Whether globalization will lead to integration and convergence is an open question. The free flow of capital does not imply that capital will be distributed equally in different parts of the world. The term “globalization” first refers to the globalization of capital, or of the economy. But the term also refers to trends in other areas of human activities. For example, with the advancement of communication technology, there is the globalization of information. Information can be transmitted and shared at a very low cost and high speed. This kind of globalization has far-reaching implications also. 153 Exemplar 8 Student Reading Materials Source 1 World poverty is ancient, yet the hope of real progress against poverty is new. Vast regions and nations from Chile to Thailand are escaping the bonds of poverty and oppression by embracing markets and trade and new technologies. What some call globalization is, in fact, the triumph of human liberty stretching across national borders. And it holds the promise of delivering billions of the world's citizens from disease and hunger and want. This is a great and noble prospect, that freedom can work not just in the new world or the old world, but in all the world. We have, today, the opportunity to include all the world’s poor in an expanding circle of development, throughout all the Americas, all of Asia, and all of Africa. This is a great moral challenge, what Pope John Paul II called, placing the freedom of the market in the service of human freedom in its totality. Our willingness to recognize that with freedom comes great responsibility, especially for the least among us, may take the measure of the 21st century. [Source: George W. Bush. Remarks by the President George W. Bush to the World Bank. 17 July 2001 <http://www.perspectivaciudadana.com/010720/exteriores12.htm>] 154 Exemplar 8 Student Reading Materials Source 2 Globalization is usually taken as the equivalent of breaking down barriers to free trade, thus drawing reaction from domestic protectionists and from those who are concerned that unrestrained cross-border trade may result in multi-national corporations exploiting labour and the environment in the developing world which has limited bargaining power in WTO talks vis-á-vis economic powers like the US. Ironically, despite all the rhetoric about free trade, it was revealed that the US’ stated negotiated objective – to set up a WTO working party on trade and labour rights – was a step “to have the WTO enforce core labour standards with trade sanctions”. So behind globalization are also efforts to create a world of standards and a global order of some kind ..…. Both the advocates and critics of globalization seem to share a fundamental assumption about the inevitability of globalization, seeing globalization as bringing about greater integration and convergence on a global scale of all spheres of human activities – economic, technological, cognitive, and even cultural and governmental – so that there is an anticipated prospect of global order and governance. If such a pretext is indeed established, we can expect all nations’ systems of governance and administration to gradually converge. [Source: Anthony Cheung. “Globalization versus Asian Values”. In Asian Journal of Political Science, Vol. 8, Number 2, December 2000, pp. 1-2.] 155 Exemplar 8 Student Reading Materials Source 3 Amazingly for so widely used a term, there does not appear to be any precise, widely-agreed definition. Indeed the breadth of meanings attached to it seems to be increasing rather than narrowing over time, taking on cultural, political and other connotations in addition to the economic. However, the most common or core sense of economic globalization – the aspect this paper concentrates on – surely refers to the observation that in recent years a quickly rising share of economic activity in the world seems to be taking place between people who live in different countries (rather than in the same country). This growth in cross-border economic activities takes various forms: International Trade: A growing share of spending on goods and services is devoted to imports from other countries. And a growing share of what countries produce is sold to foreigners as exports. Among rich or developed countries the share of international trade in total output (exports plus imports of goods relative to GDP) rose from 27 to 39 percent between 1987 and 1997. For developing countries it rose from 10 to 17 percent. (The source for many of these data is the World Bank’s World Development Indicators 2000.) Foreign Direct Investment (FDI). Firms based in one country increasingly make investments to establish and run business operations in other countries. US firms invested US$133 billion abroad in 1998, while foreign firms invested US$193 billion in the US. Overall world FDI flows more than tripled between 1988 and 1998, from US$192 billion to US$610 billion, and the share of FDI to GDP is generally rising in both developed and developing countries. Developing countries received about a quarter of world FDI inflows in 1988-98 on average, though the share fluctuated quite a bit from year to year. This is now the largest form of private capital inflow to developing countries. 156 Exemplar 8 Student Reading Materials Capital Market Flows. In many countries (especially in the developed world) savers increasingly diversify their portfolios to include foreign financial assets (foreign bonds, equities, loans), while borrowers increasingly turn to foreign sources of funds, along with domestic ones. While flows of this kind to developing countries also rose sharply in the 1990s, they have been much more volatile than either trade or FDI flows, and have also been restricted to a narrower range of ‘emerging market’ countries. …… It is crucial in discussing globalization to carefully distinguish between its different forms. International trade, foreign direct investment (FDI), and capital market flows raise distinct issues and have distinct consequences: potential benefits on the one hand, and costs or risks on the other, calling for different assessments and policy responses. The World Bank generally favors greater openness to trade and FDI because the evidence suggests that the payoffs for economic development and poverty reduction tend to be large relative to potential costs or risks (while also paying attention to specific policies to mitigate or alleviate these costs and risks). [Source: PREM Economic Policy Group and Development Economics Group, The World Bank Group. What is Globalization. April 2000 <http://www1.worldbank.org/economicpolicy/globalization/ag01.html>] 157 Exemplar 8 Student Reading Materials Source 4 When globalization refers to the economy, people can easily anchor the conversation in well-known referents: trade, transnational investment, international currency markets. But when globalization talk turns to political values and norms, the moorings vanish and the discussion bobs around uncertainly. For whereas money offers a sort of lingua franca (at least you can count it), the sharing of norms and values across widely differing cultures seems less reducible to a common currency. Yet international society affirms basic human rights in a set of conventions and declarations that constitute what some refer to as an “International Bill of Human Rights” ..…. [G]lobal society has developed a set of rules that permit, but do not require, forcible intervention to stop gross violations of basic security rights. The emergence of these norms has been shaped fundamentally by two dimensions of globalization. The first has to do with values, the second with information. A globalization of basic human values has occurred, such that there seems to be universal consensus that no culture or political system is justified in curtailing the essential rights of its people. Though societies differ fundamentally over the meaning of importance of principles like “free speech” and “gender equality,” they converge on a set of basic security rights, those that protect people in their physical freedom and bodily integrity. Put differently, no culture or government would claim that torture, extrajudicial killings, or genocide are legitimate values, or are fundamental elements of their traditions. The globalization of information refers to the widely remarked “CNN effects”, any large-scale, brutal, or systematic abuse of security rights will quickly be reported around the world via both print and electronic media, complete with appalling images. It is virtually impossible to keep massive human rights abuses secret …... The globalization of human rights values and the globalization of information media have combined, especially since the end of the Cold War, to push the development of norms of humanitarian intervention. [Source: Wayne Sandholtz. “Human Intervention: Global Enforcement of Human Rights?”. In Alison Brysk (ed.), Globalization and Human Rights. Berkeley: University of California Press, 2002, pp. 201-202.] 158 Exemplar 8 Activity Activity 1 Refer to Sources 1 – 4, and complete the following tasks: 1. Search for a definition of globalization and choose one that appears to be worthy of further consideration. 2. Extract the main points of the definition. Avoid repeating the whole passage. Highlight a few main points and explain them in a language that is intelligible to fellow students. 3. Explain whether the definition is clear, and if the definition is not clear, raise issues that need to be clarified. 4. Compare definitions that have been considered earlier and see if the definitions contain incompatible points. If they do, highlight the controversial issues. 159 Exemplar 8 Student Reading Materials Source 5 The comics illustrated here are copyright protected and hence cannot be reprinted here. For the comics, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. 160 Exemplar 8 Student Reading Materials Activity Activity 2 Refer to Source 5, and complete the following tasks: 1. Compare the different definitions. Are they just different ways of saying the same thing or do they contain different or even incompatible views? 2. If the definitions contain incompatible views, describe the controversial issues. 3. Put together a comprehensive definition of “globalization” using compatible elements from the various definitions. 161 Exemplar 8 Student Reading Materials Source 6 Antony Leung on Globalization Part 1 …… Hong Kong is one of the freest and most open economies in the world. We are totally committed to the rules-based multilateral trading system under the World Trade Organization. And we embrace the changes brought by globalization ...… Hong Kong is an externally-oriented economy. Our market is always open to competitors from all over the world. Hong Kong people are known to be adaptive to changes and responsive to challenges. We are committed to moving forward and positioning Hong Kong as a leading financial centre, logistics hub and tourist destination in the region ..…. Our good geographical location in the fastest growing region in the world and our well established financial and physical infrastructure are of course our major advantages. Equally important to the international business community are our institutional strengths, including our rule of law, level playing field, light handed regulators, free flow of information, fully convertible currency without any capital control, low taxes, and many more. These are unparalleled in the region ..…. [Our country’s] entry into WTO matters to Hong Kong not only because we are a WTO member in our own rights, but also because we are the principal gateway to the huge China market. We handle about 40 per cent of China’s foreign trade. We are [the mainland’s] largest external investor accounting for about half, or US$171 billion, of all realized direct investment on the mainland. And our businessmen possess extensive market knowledge, network and experience in the mainland of China, making them the best partner for companies unfamiliar with the Chinese market ..…. Hong Kong is one of the most advanced service economies in Asia. Some 85 per cent of our GDP is generated by service industries which employ more than 80 per cent of the work force ..…. But the nature of services is changing rapidly as globalization, trade liberalization, and the new economy are being shaped by innovation and the application of information technology. With trade liberalization, the world is increasingly linked through the import and export of merchandise and services. Advances in information technology followed by the dramatic drop in the cost of communications have created a global working environment that crushes time and space ..….” [Source: Antony Leung. Opening Speech at World Services Congress, 20 September 2001.] 162 Exemplar 8 Student Reading Materials Part 2 We also have been working hard to restructure our systems. We took advantage of the Asian financial crisis and the continuing worldwide movement towards globalization to open our economy still further. We encouraged market liberalization in areas such as banking, the stock and futures markets and telecommunications. We have enhanced competitiveness and introduced innovation and efficiency. We have also exploited information technology to further integrate the full range of financial services – securities, futures, clearing – through an open and secure electronic network. At the same time we have maintained the safety and integrity of the system. These measures have not only had a direct and positive impact on Hong Kong as a leading financial services centre, they are a good pointer to Hong Kong as a market with increasingly attractive investment potential. On top of this, our financial institutions are supported by accounting, auditing, legal and consulting firms with strong international and local connections. And we have our location. Hong Kong’s growth and development is closely linked to [our country’s] own strong economic performance – a performance that has been characterised in recent years by low inflation, a healthy balance of payments and the dramatic changes that have occurred since the implementation of the opening up and reform policies in the late 1970s. The current five-year plan will see China grow by over 7% a year. And within the next two decades it is highly likely that China will become the second largest economy in the world. Hong Kong, as the leading financial centre of China, will stand to benefit. [Source: Antony Leung. “Asia and Global Finance: New Opportunities”. Opening Speech at Asia and Global Finance, 8 May 2001.] 163 Exemplar 8 Student Reading Materials Source 7 George Soros on Globalization We live in a global economy that is characterized not only by free trade in goods and services but even more by the free movement of capital. Interest rates, exchange rates, and stock prices in various countries are intimately interrelated and global financial markets exert tremendous influence on economic conditions. Given the decisive role that international financial capital plays in the fortunes of individual countries, it is not inappropriate to speak of a global capitalist system. The system is very favorable to financial capital, which is free to go where it is best rewarded, which in turn has led to the rapid growth of the global financial markets. The result is a gigantic circulatory system, sucking up capital into the financial markets and institutions at the center and then pumping it out to the periphery either directly in the form of credits and portfolio investments or indirectly through multi-national corporations. As long as the circulatory system is vigorous, it overwhelms most other influences. Capital brings many benefits, not only an increase in productive capacity but also improvements in the methods of production and other innovations; not only an increase in wealth but also an increase in freedom. Thus countries vie to attract and retain capital and making conditions attractive to capital takes precedence over other social objectives. But the system is deeply flawed. As long as capitalism remains triumphant, the pursuit of money overrides all other social considerations. Economic and political arrangements are out of kilter. The development of a global economy has not been matched by the development of a global society. The basic unit for political and social life remains the nation-state. The relationship between center and periphery is also profoundly unequal. If and when the global economy falters, political pressures are liable to tear it apart. My critique of the global capitalist system falls under two main headings. One concerns the defects of the market mechanism. Here I am talking primarily about the instabilities built into international financial markets. The other concerns the deficiencies of what I have to call, for lack of a better name, the nonmarket sector. By this I mean primarily the failure of politics both on the national and on the international level ..…. 164 Exemplar 8 Student Reading Materials Although governments retain the power to interfere in the economy, they have become increasingly subject to the forces of global competition. If a government imposes conditions that are unfavorable to capital, capital will seek to escape. Conversely, if a government keeps down wages and provides incentives for favored businesses it can foster the accumulation of capital. So the global capitalist system consists of many sovereign states, each with its own policies, but each subject to international competition not only for trade but also for capital. This is one of the features that makes the system so complicated. Although we can speak of a global regime in economic and financial matters, there is no global regime in politics. Each state has its own regime ..…. Today the ability of the state to provide for the welfare of its citizens has been severely impaired by the ability of capital to escape taxation and onerous employment conditions by moving elsewhere. Countries that have overhauled their social security and employment arrangements – the United States and United Kingdom foremost among them – have flourished while others that have sought to preserve them – exemplified by France and Germany – have lagged behind ..…. Competition has forced consolidation, downsizing, and the transfer of production abroad. These are important factors in creating a persistently high level of unemployment in Europe ..…. [Source: George Soros. The Crisis of Global Capitalism: Open Society Endangered. London: Little, Brown and Company, 1998, pp. 101-115.] 165 Exemplar 8 Student Reading Materials Source 8 NGOs on globalization We are told that this corporate encirclement of the planet will bring with it greater prosperity, peace and ecological balance. Certainly, it is difficult to resist embracing such an enticing vision, especially when there is no clear alternative on the horizon. In many respects traditional nation-states, including both the high-tech industrial democracies and the multitude of Third World governments, have grown weaker and less relevant. And the community of nations is plagued by growing nationalism and ethnic division leading to xenophobia, fundamentalism, fascist tendencies and war. This leaves the corporate capitalists and the leaders of the industrialized countries to present their neoliberal brand of globalization as inevitable and themselves as healers of the world’s ills. In the absence of a coherent alternative, the transnational corporations carry on inexorably. Increasingly flagless and stateless, they weave global webs of production, commerce, culture and finance virtually unopposed. They expand, invest and grow, concentrating ever more wealth in a limited number of hands. They work in coalition to influence local, national and international institutions and laws. And together with the governments of their home countries in Europe, North America and Japan, as well as international institutions such as the World Trade Organization, the World Bank, the International Monetary Fund and increasingly, the United Nations, they are molding an international system in which they can trade and invest even more freely – a world where they are less and less accountable to the cultures, communities and nation-states in which they operate. Underpinning this effort is not the historical inevitability of an evolving, enlightened civilization, but rather the unavoidable reality of the overriding corporate purpose: the maximization of profits. 166 Exemplar 8 Student Reading Materials The “globalization” we are witnessing today is in fact an acceleration of historical political and economic trends, hastened by the advent of increasingly sophisticated and rapid communications and transportation technologies, the decline of the nation-state (especially in the South), the absence or ineffectiveness of democratic systems of global governance, and the rise of neoliberal economic ideology. Its primary beneficiaries are both the transnational corporations, as well as the privileged consumer classes in the North and to a growing degree, in the industrializing [countries] of the South. [Source: CorpWatch.org. “What is Globalization”. Excerpted from CorpWatch Executive Director Joshua Karliner’s The Corporate Planet: Ecology and Politics in the Age of Globalization. Sierra Club Books, 1997. 10 December 2001 <http://www.corpwatch.org/issues/PII.jsp?topicid=104>] 167 Exemplar 8 Activity Activity 3 Forum on Globalization Each student is given a role. Search for relevant materials, sympathetically understand the views of the person whose role you are playing. Present them in the forum. Sources 5 – 8 are given as examples. 168 Exemplar 9 Optional Module I: Religion and Life1 Question for enquiry: What is the special appeal of religious artworks? Suggested time allocation: 2-3 periods A. Extracts from the Curriculum Framework Issues 3. How are religious sentiments demonstrated through the arts? Key points b. The arts as manifestation of religious sentiments Suggested questions for enquiry Values and attitudes What is the special appeal of religious artworks? How does this special appeal lead people to reflect on life? Do the arts of different religions have different contents and ways of manifestation? Aesthetics, creativity, affectivity, open-mindedness, plurality, appreciative attitude B. Objectives 1. Discover the different forms of religious artworks; 2. To compare the different concepts and purposes of religious artworks; 3. To understand the nature and appeal of religious artworks; 4. To appreciate the characteristics of artworks with respect to different major religions. 1 Exemplar 9 is prepared by Dr. Stephen SZE Man-hung, GEC, HKPolyU. 169 Exemplar 9 C. Learning Activities Objectives Skills Values and attitudes The nature of religious representation The relationship between art and religion Data analysis and comparison Aesthetics, affectivity, open-mindedness, plurality, appreciative attitude Certain aspects of the nature of Christian Religion Certain aspects of the nature of Hindu and Islamic religions Site visits and data collection Aesthetics, affectivity, open-mindedness, plurality, appreciative attitude Religious art as expression and manifestation of faith Research and critical assessment Aesthetics, affectivity, open-mindedness, plurality, appreciative attitude Knowledge Area of enquiry Period 1: Relationship between art and religion [Activity 1] 1. 2. Period 2: Different religions and their art forms [Activity 2] 3. Period 3: Local religions and their artistic representations [Activity 3] 5. 4. Period 1: Ask students to read [Sources 1 & 2], and then do [Activity 1]. Period 2: Ask students to do [Activity 2]. Period 3: Ask students to do [Activity 3]. 170 Exemplar 9 D. Teacher’s References This study aims at facilitating an understanding of certain religious artworks such as icons or statues. Religious themes and beliefs become persuasive and impressive through artistic forms of representation. By comparing different religious beliefs and forms of artistic representation, students would appreciate that different religions hold different ideas and reveal different world-views. For instance, Catholicism puts a lot of emphasis on icons and statues which are anthropomorphic (representation in human forms). Reformed Christianity emphasizes the cross as the central symbol. Islamic mosques do not have any forms of representation for God. They prefer certain geometric patterns and words from the Koran. These reflect different religious views. For more information about religious artworks, see the following references: Gombrich, E.H. The Story of Art. Oxford: Phaidon Press (14th edition), 1984. Michalski, Sergiusz. The Reformation and the visual arts: the Protestant image question in Western and Eastern Europe. London & New York: Routledge, 1993. Thorp, Robert L. Chinese art and culture. New York: Harry N. Abrams, 2001. 保羅‧韋斯, 馮‧O‧沃格特著,何其敏、金仲譯,丘仲輝校。 《宗教與藝術》。 成都 : 四川人民出版社,1999。 171 Exemplar 9 Student Reading Materials Source 1 “The Last Supper” by Leonardo da Vinci In traditional versions, the apostles were seen sitting quietly at the table in a row – only Judas being separated from the rest – while Christ was calmly dispensing the Sacrament. The new picture is very different from any of those paintings. There is drama in it, and excitement. Leonardo has gone back to the text of the Scriptures, and has tried to visualize what it must have been like when Christ said, ‘ ‘‘Verily I say unto you, that one of you shall betray me”, and they were exceeding sorrowful and began every one of them to say unto him “Lord, is it I?” ’. Christ has just spoken the tragic words, and those on His side shrink back in terror as they hear the revelation. Some seem to protest their love and innocence, others gravely to dispute whom the Lord may have meant; others again seem to look to Him for an explanation of what He has said. St Peter, most impetuous of all, rushes towards St John, who sits to the right of Jesus. As he whispers something into St John’s ear, he by accident pushes Judas forward. Judas is not separated from the rest, and yet he seems isolated. He alone does not make gestures and question. He bends forward and looks up in suspicion or anger, a dramatic contrast to the figure of Christ sitting calm and resigned amidst this rising turmoil. Despite the excitement which Christ’s words have caused, there is nothing chaotic in the picture. The twelve apostles seem to fall quite naturally into four groups of three, linked to each other by gestures and movements. There is so much order in this variety, and so much variety in this order, that one can never quite exhaust the harmonious interplay of movement and answering movement. 172 Exemplar 9 Student Reading Materials The picture illustrated here is copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. [Adapted from: Gombrich, E.H. The Story of Art. Oxford:Phaidon Press., 14th edition, 1984, pp.224-226. Mary Hollingsworth 瑪麗˙霍林斯沃思。 《人類藝術史》 。香港:中華書局,1991,頁 236。] 173 Exemplar 9 Student Reading Materials Source 2 The Dancing “Shiva” Indian art evolves around religion. Shiva is one of the three-head deities of Hinduism. It is a popular theme. Hinduism emphasizes supernatural power and re-incarnation. Shiva is worshipped as creator, preserver and destroyer of the universe. In this statue, the aspect of destroyer is represented by the ugly mood; the aspect of creator is represented by the supple and elegant posture; the calm and kind attitude represents the aspect of preservation. As the Deity of reproduction and new birth, it bears the male sexual organ. The dance of Shiva manifests the acts of both destruction and creation. Fire is the symbol of this process of change which forms the circle around the statue. Finally, Shiva steps upon the little evil creature “Ignorance” on one foot, while exhibiting the gesture of blessing in the dance. [Adapted from: Mary Hollingsworth 瑪麗˙霍林斯沃思。 《人類藝術史》 。香港:中華書 局,1991,頁 136。] The photo illustrated here is copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. 174 Exemplar 9 Activity Activity 1 Refer to Source 1, then answer the following questions: 1. Why is this painting by Leonardo considered a piece of religious art? Or you do not agree that it is? 2. How does he dramatize this biblical event? Do you think what he does helps believers to understand the meaning of the biblical event, or makes it harder? 3. Many believers would show a replica of the painting at home and label it ‘Christ is the head of this home’. Why would they do that? Do you think they know the underlying meaning? Would you hang this painting in your home? Refer to Source 2, then answer the following questions: 4. To show the role of Shiva in Hinduism, what symbols and representations are resorted to? Do you think they are persuasive? (Shiva has many hands, which shows his might.) 5. Do you think this statue of God is impressive? Why? Would you like to have a statue at home? What kind of sculptures do you have at home? 175 Exemplar 9 Activity Activity 2 Visit the Catholic Cathedral in Caine Road, Central District, St. John’s Cathedral in Garden Road, Central District, the Mosque in Nathan Road, Tsimshatsui, and the Wing Kwong Pentecostal Holiness Church in Heng Lam Street, Lok Fu. Take note of the following aspects: 1. Are there icons or statues in all of them? 2. Are there any symbols to represent the essence of religion or subject of worship? 3. Do you see any art forms in these places of worship? What are these forms? 4. Are religious themes presented in art forms? 5. Do the art forms render the religious themes impressive and persuasive? Activity 3 (Optional) Visit one of the local Chinese temples, either Buddhist, Taoist or folk-religious. Interview the people engaging in these religious practices. 1. Do you notice icons, symbols and religious statues in these temples? 2. Are they presented in art forms? 3. What kind of art forms are they and are they powerful and persuasive? 176 Exemplar 10 Optional Module II: Human-Environment Relationship1 Question for enquiry: Is the harm on the environment done by the humankind severe? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issues Key points Suggested questions for enquiry Values and attitudes 1. What are the problems facing our environment and ecology? a. Human destruction of the environment Is the harm on the environment done by humankind severe? Should we create an artificial environment that will suit human needs, or should we restore the damaged environment? Rationality, equality, justice, critical thinking, respect, empathy, responsibility, common good, sustainability B. 1. Objectives To understand why tigers are becoming extinct. 2. 3. To analyze the effects of the extinction of tigers on the ecological system. To investigate into the causes for the destruction of the environment which threatens the existence of tigers. C. Learning Activities Objectives Knowledge Area of enquiry Periods 1-2: Tigers 1. The causes for the facing extinction extinction of tigers in relation to the 2. Human greed and impact of human irresponsibility action [Activity 1] Skills Analyzing data, comparing data, critical reflection on human abuses of the environment Periods 1-2 Ask students to read [Sources 1 – 4] and then do [Activity 1]. 1 Exemplar 10 is prepared by Dr. Stephen SZE Man-hung, GEC, HKPolyU. 177 Values and attitudes Empathy, responsibility, common good, sustainability, critical thinking Exemplar 10 D. Teacher’s References The example given here, sub-species of tigers that have become extinct and other sub-species threatened by extinction, illustrates that human activities are responsible, directly and indirectly. In the last 70 years, three sub-species of tigers, namely, Caspian, Javan and Bali tigers have become extinct. This is due indirectly to the destruction of their environment by human settlement and the development of material civilization. Direct destruction is the killing of tigers because of fear, profit and traditional practices. Chinese people, for instance, have a long tradition of using the body parts of tigers for medicinal purposes. The extinct species in their destroyed habitats serves as an alarm to alert us of the need for the preservation of their environment. The investigation into the causes for the killing of tigers helps us remove our psychological and traditional biases and fight profiteering in the animal trade. For further information, see the following references: References Boomgaard, J. Frontiers of Fear: Tigers and People in the Malay World, 1600-1950. New Haven, Conn.: Yale U. Press, 2001. Seidensticker, John. Tigers. Stillwater, Mn.: Voyageur Press, 1996. Seidensticker, John. Riding the Tiger: Tiger Conservation in Human-Dominated Landscapes. N.Y. & London: CUP, 1999. Videos Land of the Tiger. National Geographic Video, 1986. Man-eaters of India. National Geographic Video, 1987. 《虎篇》。亞洲電視,2002 年,第二及第三部分。 178 Exemplar 10 Student Reading Materials Source 1 (Video) Tiger Episodes (虎篇) ATV 2002 (episode 1) This episode tackles the problem of extinction of tigers in general, and in particular tigers in Southern and Northern China. There are particular cultural problems in China that threaten the existence of tigers. Different measures have been taken by the Chinese Government. Students should assess the problems, identify the causes, and reflect upon the effectiveness of the measures for the preservation of tigers. Finally, let students determine their level of participation. Source 2 (Website) 5 Tigers: The Tiger Information Center www.5tigers.org This website reports on the tiger species that are extinct and those threatened by extinction. The causes are different but are all closely associated with human activities. 179 Exemplar 10 Student Reading Materials Source 3 According to the American Zoo and Aquarium Association, 12,000 tigers live in the United States as pets, while only 5,000 to 7,500 tigers are still living in the wilderness. Alone in the state of Texas, there are as many as 4,000. A Bengal baby-tiger is valued at US$1,000. Keeping tigers as pets is a symbol of wealth and power, although this act may be dangerous for others, for in recent years, as many as 5 people have been killed by pet tigers in the United States. A lot of people are interested in buying these tigers solely for the purpose of killing them, because the skin is worth ten time that of the living animal. [Extracted and adapted from: Der Spiegel, No.33, 12 August, 2002.] Source 4 The photo illustrated here is copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. 180 Exemplar 10 Activity Activity 1 Refer to Sources 1 – 4, then answer the following questions: 1. Are tigers really a threat to human existence? 2. How do Chinese people make use of tigers? Could a balance be striken between traditional Chinese cultural practices and the preservation of tigers? 3. What are the justifications for keeping tigers in zoos? 4. Do you find keeping tigers as pets acceptable? State your reasons for or against. 5. Comment on Tyson the boxing champion adopting tigers as pets. 6. How can the fate of tigers be changed? What can we do to rescue tigers from extinction? 7. Why have some tiger species become extinct, and some not yet? 8. Distinguish between the threat to tigers because of human greed and human irresponsibility. 181 Exemplar 11 Optional Module III: Relationship between Mass Media and Modern Culture1 Question for enquiry: What functions do media perform in the operation of the business world? Suggested time allocation: 4 periods A. Extracts from the Curriculum Framework Issues Key points 1. Is it the mass c. The media that influences of affect our advertising on cultural society development, or is it our culture that determines the production principles of mass media? Suggested questions for enquiry Values and attitudes What functions do media perform in the operation of the business world? To what extent is our consumption behavior affected by advertising? When, where, and how do we receive messages from advertising? How is ‘beauty’ presented in advertisements? Do/How do advertisements stereotype gender roles? What values are delivered in most advertisements? Why are prejudices found in certain advertisements? Are such advertisements common? Plurality, democracy, justice, rationality, creativity, aesthetics, interdependence, principled morality, openness, respect for others, respect for different ways of life, responsible attitude B. Objectives 1. To analyze different forms and strategies of TV commercials in relation to the promotion of products and services promoted and account for the differences; 2. To investigate the functions of TV commercials. 1 Exemplar 11 is prepared by Dr. Stephen SZE Man-hung, GEC, HKPolyU. 182 Exemplar 11 C. Learning Activities Objectives Knowledge Area of enquiry Periods 1-2: TV commercials and their modes of presentation [Activity 1 – 4] Periods 3-4: The functions of TV commercials [Activity 5] Skills Values and attitudes 1. The extent TV commercials affect consumption behavior 2. TV commercials as seen by consumers 3. Three modes of presentation in TV commercials Interpreting and analyzing data, ability to appreciate different viewpoints, rational discussion, self-reflection Creativity, aesthetics, interdependence, rationality, openness, respect for others, respect for different ways of life 4. Promoting products/services through TV commercials 5. The functions of TV commercials Creative thinking skills, critical thinking skills, ability to appreciate different viewpoints, rational discussion, self-reflection Creativity, aesthetics, interdependence, rationality, openness, respect for others, respect for different ways of life Periods 1 – 2 1. Before the lesson, prepare several video segments of TV commercials from different time slots, e.g. prime time TV commercials (6:00pm-10:00pm) and non-prime time TV commercials (e.g. 8:00 – 9:00 am, 1:00 – 3:00pm [the so-called housewife hours], 4:00 – 6:00pm [school children time] and 1:00 – 2:00am.). 2. To begin the lesson, ask students to do [Activity 1]. 3. Give out [Activity 2] “Inside TV Commercials”. Ask students to view the TV commercials and fill in the table in [Activity 3] with the help of Source 1. Then, divide students into small groups and do [Activity 4]. Ask students to present their discussion results. 4. Before the end of the lesson, randomly assign each group a product/service (e.g. ball-pen for office use, canned soup, aspirin, pesticide, cleaning service, skin care products, brand-name fashion, real estate, etc). Ask students to design a TV commercial to promote the product/service and present their ideas in the next lesson. 183 Exemplar 11 Periods 3 – 4 1. Ask each group to present the proposal. Encourage ‘clients’ to ask questions or give feedback on the design. 2. Do [Activity 5] in groups and present discussion results to the class. Teacher concludes the lessons. D. Teacher’s References TV commercial is a very popular strategy for product promotion in the business world. The products promoted in prime time and non-prime time TV commercial time slots are very different and the price charged for different time slots varies greatly. Products promoted in prime time TV commercials are luxury items like cosmetics, real estate, beer, wines and spirits, catering to high income earners or the middle class. The price for running these TV commercials is very high. Products promoted in non-prime time TV commercials cater more to daily needs such as canned food, medicine for everyday use and other basic necessities. The price for running such commercials in non-prime time slots is relatively lower. The target audience of non-prime time TV commercials are mainly the elderly, children and low-income earners from lower social classes. This reflects the market orientation of TV programmers and advertisers. There are three different modes of presentation in TV commercials: graphic mode, dramatic mode and the mode of image design. They represent different persuasion approaches. The graphic mode is static, cheap in production and clear in providing the necessary information. A pictorial image of the product is represented together with a text to specify the characteristics of the product/service. Its function is to inform the viewers of the existence of this particular brand or choice. This mode of presentation is passive, simply making the product known. 184 Exemplar 11 The dramatic mode is a rather hard-selling form of persuasion. It often involves a short drama in which a problem arises and a solution is found by relating the product to the problem. As the drama brings out a sense of urgency, it is best deployed to awake needs that viewers do not give much attention to. (For instance, Break and Burn helps reduce weight. House pests are invading the family, and an effective pesticide is recommended. An old woman cries when she sees rice being thrown at a wedding couple. She turns to smile with the bag of rice securely in hand because she values the rice more than her married daughter.) The mode of image design is very sophisticated. It is a soft promotion which hinges on depicting the social status, lifestyle, or social image of the consumers. Mode of image design tries to tie the viewers to a wealthy class, and the products/services being promoted reflects their high status. (For instance, real estate TV commercials depict life of aristocrats; beer, wines and spirits commercials indicate trendy lifestyle.) This mode serves to create wants and does not attempt to meet any genuine needs. There are usually a lot of powerful images and quality production. Reference 史文鴻。<在媒介與文化>。 《商業電視廣告的形象設計與意識形態問題﹝增訂版﹞》 。香港: 次文化堂,1993。 185 Exemplar 11 Student Reading Materials Source 1 There are three different modes of presentation in TV commercials. The simplest mode is the graphic mode in which the commercial presents a pictorial image of the product with a text that specifies the characteristics of the product/service. The second is dramatic mode in which a short drama is enacted. A problem arises and a solution is found by relating the product to the problem. The most sophisticated one is the mode of image design through which the product/service is associated with a certain social class (e.g. middle class), a certain lifestyle or social image. The three modes of presentation are also distinguishable by the scale and quality of production such as graphics, setting, cast, music, special effects and camera technique. Activity Activity 1 1. How much time do you spend watching TV every day? Can you estimate roughly how many TV commercials do you watch a day? 2. Do you look for TV commercials when you want to buy something? If yes, share your experience with your classmates and explain why you watch TV commercials to help you do the purchase. 3. Have you ever been attracted by TV commercials into buying a product/service? If yes, which TV commercial made you do the purchase. 4. What do TV commercials do to TV viewers? 186 Activity 2 Inside TV Commercials TV Commercials Time Slots (e.g. Prime Time/ Non-prime Time) Name and Nature of Products/Services Main (Luxury goods/ Goods Message for basic needs) Mode of Presentation Characteristics of Presentation (e.g. creativity in presentation, image design, quality of graphic art and dramaturgy) Budget Level Target (High/ Audience Medium/ Low) 1. 2. 187 3. 4. 5. 6. Exemplar 11 Activity Exemplar 11 Activity Activity 3 1. What products/services are promoted in non-prime time slots (morning hours, housewife hours, school children hours, late night hours) and in prime time slots (after-school and off-work hours)? Are they similar or different products/services? Who are the target audience? 2. There are three modes of TV commercial presentation for different products/services. How does it work? What message is delivered? 3. Do you think there are price differences if you run commercials in prime time or in non-prime time slots? Why? (Note: If you want to know more, price tables are available from TV stations.) 4. Among the TV commercials you have just watched, which is the most appealing? Why? 188 Exemplar 11 Activity Activity 4 Imagine you are working for an advertising company and you have been commissioned by a client to promote their product/service. You are requested to identify a presentation mode for the project and explain why you should choose this and not the other two. You have to sell your idea to the client, with a storyboard presentation on how the product/service is promoted on TV. Your classmates will be the ‘client’ to evaluate your proposal. Useful tips When deciding on a mode of presentation, you might want to consider the followings questions: a. What is the product/service to be promoted? b. What information/message/idea is to be incorporated into the commercial? c. Who is your target audience? d. Why do you choose that particular mode of presentation? e. What effects are to be achieved with this particular mode of presentation? f. In which time slot should the commercial be shown on TV? g. What is the budget level? When designing the TV commercial, you might want to consider the followings questions: Graphic mode a. What is the nature of the product/service? To whom does the TV commercial address? b. How is the information/message/idea promoted or highlighted by graphics or texts? Explain why you design the commercial in this way. c. What effects are to be achieved with this presentation? d. e. Are there other ways of presentation? (e.g. slogan, background music, songs, animation, celebrities) What is the budget level? 189 Exemplar 11 Activity Dramatic mode a. What is the nature of the product/service? To whom does the TV commercial address? b. How does the drama unfold? What is the problem, the crisis and the solution? Explain why you design the commercial in this way. c. Who will play the characters (Casual artists or celebrities)? d. e. f. What are the intended results in terms of impact on the viewers? Are there other ways of presentation? (e.g. slogan, background music, songs, animation, celebrities) What is the budget level? Mode of image design a. b. c. d. e. What is the nature of the product/service? To whom does the TV commercial address? What kind of social image and milieu should be provided for the product / service? Explain why you design the commercial in this way. What persuasive effects are intended with this presentation? Are there other ways of presentation? (e.g. slogan, background music, songs, animation, celebrities) What is the budget level? 190 Exemplar 11 Activity Activity 5 1. What do you think is the best commercial? (Hint: You can evaluate commercials in terms of creativity, appeal to viewers, artistic qualities, cost-effectiveness, practicality, appropriateness and persuasiveness in promoting the product/service.) 2. When you design a TV commercial, what is your main concern? (Hint: Think about your client and TV viewers) 3. What are the functions and effects of TV commercials and advertisements in general? 191 Exemplar 12 Optional Module III: Relationship between Mass Media and Modern Culture1 Questions for enquiry: How is ‘beauty’ presented in advertisements? What values are delivered in most advertisements? To what extent is our consumption behaviour affected by advertising? Suggested time allocation: 2 periods A. Extracts from the Curriculum Framework Issues Key points 1. Is it the mass c. The media that influences of affect our advertising on cultural society development, or is it our culture that determines the production principles of mass media? B. Suggested questions for enquiry Values and attitudes What functions do media perform in the operation of the business world? To what extent is our consumption behaviour affected by advertising? When, where, and how do we receive messages from advertising? How is ‘beauty’ presented in advertisements? Do/How do advertisements stereotype gender roles? What values are delivered in most advertisements? Why are prejudices found in certain advertisement? Are such advertisements common? Plurality, democracy, justice, rationality, creativity, aesthetics, interdependence, principled morality, openness, respect for others, respect for different ways of life, responsible attitude Objectives 1. To understand and analyze our idea of beauty; 2. To examine how ‘beauty’ is presented in advertisements and the values delivered in advertisements; 3. To examine the extent our idea of beauty and consumption behaviour are affected by advertising. 1 Exemplar 11 is prepared by Dr. Helena WONG Pik-wan, GEC, HKPolyU. 192 Exemplar 12 C. Learning Activities Objectives Knowledge Area of enquiry Period 1: Advertisements and the Beauty Myth [Activity 1 – 3] Period 2: The market value of “physical beauty” [Activity 4 – 6] Period 1: 1. Skills Values & Attitude 1. How ‘beauty’ is presented in advertisements 2. The values delivered in advertisements and their impact on our value system Data collection, Interpreting and analyzing data Plurality, justice, rationality, aesthetics, openness, respect for others, respect for different ways of life, responsible attitude 3. The market value of ‘physical beauty’ as expressed by advertisements 4. The extent beauty industries’ advertisements affect our values and consumption behaviour Interpreting and analyzing data, critical thinking skills Plurality, rationality, aesthetics, openness, respect for others, respect for different ways of life, responsible attitude Advertisements, the Beauty Myth, and the Beauty Industry This lesson begins with the collection and analysis of local advertisements on beauty products. Before period 1, students are required to conduct data collection either on an individual basis or on group basis. They are to collect advertisements found in local magazines that suggest certain standards of beauty, and bring the advertisements to class for discussion. 2. Students divide into groups and discuss the following based on the advertisements collected. As suggested by the advertisements, what are the standards of female beauty? Do you believe that using the advertised beauty products will help make you more beautiful? 193 Exemplar 12 3. Then, students in groups discuss [Activity 1 – 3] and explore what the beauty ideal is as shown in these advertisements. Students are also asked to examine their own idea of beauty and the extent their ideas are influenced by advertising. Students should also be aware that our society is imposing different beauty standards on women and men. A good example is that physical attractiveness is a prerequisite for femininity but not for masculinity. 4. At the end of period 1, teacher reminds students to complete [Activity 5]. Period 2: 1. The Market Value of “Physical Beauty” The lesson begins with a summary of the discussion in the last lesson. Then, using [Activity 4], students discuss the market value of ‘physical beauty’ as expressed by advertisements and examine the values delivered in these advertisements. 2. With the help of [Activity 5 & 6], ask students to discuss how body slimming advertisements shape their idea of “physical beauty” and influence their values and consumption behaviour. Ask students to present their findings from the worksheet. Students should analyze why students believe in or do not believe in these advertisements. Help students to realize that the beauty/slimming industry is big business. Alert students to the pricing of slimming programs and health and beauty products. Are they cheap or expensive? Based on [Activity 6], discuss why the beauty/slimming industry is willing to spend large amounts of money on advertisements, and discuss how our values and consumption behaviour are shaped by them. 194 Exemplar 12 D. Teacher’s References What beauty is varies across cultures and changes over time. In Hong Kong, the idea of beauty has been largely shaped by the mass media, especially the beauty industry and its advertisements. Hong Kong people, women and girls in particular, are bombarded with images of what they should look like and how they can achieve this look. Movies, TV programs, posters, billboards, magazine articles, and advertisements portray images of “an ideal woman”: she is young, tall and slim, with long legs, large breasts and small hips, as well as smooth and white skin. However, women in real life, come in all shapes, sizes, and skin tones. Scholars remind us that this advertised ideal is one that even the models themselves cannot achieve. Magazine ads and feature photos are airbrushed and enhanced photographically, using computer-based image processing to get rid of imperfections and promote the illusion of flawlessness. Not only do these images show no blemishes, they rarely even show pores. Because this ideal of beauty is all around us, it is not surprising that many women and girls – including models and film stars – think there is something wrong with their bodies and obsessively, they want to eliminate, at least reduce, their “flaws” (Kirk & Okazawa-Rey, 2001, p.101). The beauty myth, as presented by advertisements, brings adverse physical/cultural consequences to women. To name a few: An obsession with thinness, leading to dieting and eating disorder. “Thin is beautiful”. Terrified of aging (which is normal physical development); Deep anxiety: feeling guilt or inadequate for failure to achieve the beauty ideal; Wastage of mind and time, and limits to personal growth, including intellectual development; Reducing women to mere objects of male attention; Women competing against women. 195 Exemplar 12 Ideal standards of beauty are in fact reinforced by, and a necessary part of, the multi-billion-dollar beauty industry that sees women’s bodies only in terms of a series of problems in need of correction. These notions of ideal beauty are very effective in keeping women on the drudgery of “body management”. The beauty business creates needs by playing on our insecurities about our bodies and selling us all sorts of beauty/body/health products. (Kirk & Okazawa-Rey, 2001, pp.101-102). It is therefore important to examine the effects that the pursuit of the perfect female body beauty has had on our lives. We must take a stand against continued enslavement to any elusive beauty ideal. We should adopt a more diverse view of beauty and learn to be critical of the advertisements surrounding us. Each woman should also decide for herself what beauty really is and the extent to which she is willing to go for being beautiful. For more information about beauty industry and its impact on women, see the following references: Bartky, Sandra Lee. “Suffering to be beautiful”. In Constance L. Mui & Julien S. Murphy ed. Gender Struggles: Practical Approaches to Contemporary Feminism. Oxford: Rowman & Littlefield Publishers, 2002, Chapter 11. Bordo, Susan. “Reading the Slender Body”. Unbearable Weight: Feminism, Western Culture, and the Body. Berkeley: University of California Press, 1993, pp.185-212. Kirk, Gwyn & Margo Okazawa-Rey. “Women’s Bodies”. In Women’s Lives: Multicultural Perspectives (2nd edition). Mountain View, California: Mayfield Publishing Company, 2001, Chapter 3. Spalding, Alison D. ed. Taking Sides: Clashing Views on Controversial Issues in Gender Studies. Connecticut: Dushkin/McGraw-Hill, 1998, pp.18-37. Wolf, Naomi. The Beauty Myth: How Images of Beauty Are Used Against Women. London: Vintage, 1991. Faludi, Susan 著。顧淑馨譯。<美容業加入反女性主義陣營>。 《反挫:誰與 女人為敵?》。台北:自立晚報社文化出版部,1994,第 7 章。 196 Exemplar 12 Activity Activity 1 Face: ____________________ Arm: ____________________ Chest: __________________ Waist: ___________________ The picture illustrated here is copyright protected and hence Hip: ____________________ Leg: ____________________ cannot be reprinted here. For the photo, please refer to the hard copy of this booklet Body shape: ______________ Body size: _______________ Body hair: _______________ which has been distributed to all local secondary schools. Others (see Activity 2): ______________________ ______________________ ______________________ ______________________ Discussion According to this advertisement and the advertisements you have collected, how does an “ideal” woman look like? What are the standards of female beauty? 197 Exemplar 12 Activity Activity 2 The photo illustrated here is copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. Discussion 1. Do you agree with the “beauty standard” shown above? Why? In your opinion, what does a beautiful woman look like? 2. Do you think that make-up, piercing, tattooing, dieting, and body-building make women look beautiful? 198 Exemplar 12 Activity Activity 3 The photo illustrated here is copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. [Source : The Body Shop. Full Voice, No.1. England: The Body Shop, 1997.] Discussion 1. The advertisements in Activity 1 and 2 tell us that women can be as beautiful as the models in the advertisements. However, the above picture presents another view. What message is presented in the above picture? Which view do you prefer? Explain. 2. Do we need to conform to the advertised beauty ideal in order to be beautiful? Why? 3. In ads, what is the beauty ideal for man? 4. Is our society imposing different beauty standards on women and men? Why? 199 Exemplar 12 Activity Activity 4 《Source 1》 《Source 2》 The photos illustrated here are copyright protected and hence cannot be reprinted here. For the photo, please refer to the hard copy of this booklet which has been distributed to all local secondary schools. Discussion 1. What do Source 1 and Source 2 say about love and marriage? Do you agree with it? Why? 2. For most women, it is very important to become beautiful. Is it true? Why? 3. Read Source 1. Who sponsors this advertisement? What is the purpose of this advertisement? 200 Exemplar 12 Activity Activity 5 Slimming Advertisements: Believe it or not? ! Collect print advertisements on slimming beauty products and services from local magazines. You can also pick up advertising pamphlets in stores. Make use of the following table to analyze the advertisements for health/ slimming products/services, their prices and slogans. Fill in the table and bring the advertisements to class for discussion. Name of product Advertising Slogan Critical analysis of ads. Claimed effect Price (Believe it or not? Why?) 201 Exemplar 12 Activity Activity 6 According to the research conducted by A C Neilsen (China) company Limited, there is a significant increase in advertisements on slimming products and beauty and slimming courses. Taking slimming pills as an example, expenditure on advertisements for the first 8 months in 2000 was about $60 million. However, in 2002, the expenditure doubled and sharply climbed to $145 million. Expenditure on advertisements on slimming courses also rose from $190 million in the first 8 months in 2000 to $330 million in the same period in 2002. Expenditure on Slimming Advertisements Slimming products (increase in %) Beauty and Health Services (increase in %) $145 million $333 million (+111%) (+15%) Jan – Aug 2001 $68.58 million (+12%) $289 million (+53%) Jan – Aug 2000 $61.22 million $190 million Time Jan – Aug 2002 [Source: Ming Pao, 26 September 2002] Discussion 1. Analyze the results of Activity 5. 2. Why is the beauty/slimming industry willing to spend large amounts of money on slimming advertisements? 3. How are our values and consumption behaviour influenced by the slimming advertisements? 202