G:/programmes/development/46.4 articles/Iyer 4217 words Religion, Reproduction and Development in Contemporary India Sriya Iyer Abstract Sriya Iyer explains inter-group differences in demographic and development outcomes in India. She evaluates the role of religion in demography and development with reference to Hinduism and Islam, religious institutions, and the manner in which textual theology is interpreted at the local level. She shows the influence of socioeconomic characteristics on fertility, from a study among Hindu and Muslim women in Karnataka, India. On the basis of this theoretical and empirical evidence, she argues that economic circumstance rather than religion explains fertility differences between religious groups in India. Keywords: religious institutions; demography; Islam; Hinduism; socio-economic differentials; poverty Economics and fertility in India In contemporary India, religion is linked not only with the economics of survival, it is also fundamentally and inexorably linked with the politics of fertility. The interaction between religion, reproductive behaviour and development in India is complex. It is influenced by religious ideology, the nature of collective identity-formation in India’s history, and the competitive nature of India’s political process. More significantly, inter-religious differences in demographic and development outcomes are affected by economic circumstances, which are often more important than the content of religious beliefs per se. The debate about faith and fertility in India has proceeded in parallel with the rise of the ‘communalism’ phenomenon and an increased incidence of religious conflicts, particularly between Hindus and Muslims. Scholars of development are aware that the ‘communalism’ phenomenon is one that uses religion not merely as a set of beliefs or ethical values, but as a means to establish the identity of a social community in order to attain economic or political ends. But religion performs many roles in a society: it may act as a means to construct an identity, and it can function as a tool of dissent. Historically, religion in India has long been used as a tool of dissent. For example, the Bhakti movement in the late fifteenth and sixteenth centuries mobilized popular support against the ritualistic and dogmatic finality characteristic of Hinduism and Islam at the time. Religion also promulgates norms within religious groups, fostering networks and the development of ‘social capital’ among co-religionists. Religious institutions are significant examples of non-market institutions that may substitute for what economists term ‘missing markets’ in developing societies. Religion also acts as a force for group-mobilization in a developing society, facilitating the competition for economic rents in the process of development: this is because religion exercises legitimacy both in the eyes of the masses and in the perception of the state. All this brings sharply into focus the role that religion plays in the development of poor societies. Development economists and practitioners have focused on the economic and political factors that underlie religious conflicts, such as the insecurity of the poor or inequality between classes (Bagchi, 1991). Demographers postulate that religion can affect reproductive behaviour specifically in terms of a ‘pure religion effect’ where the intellectual content of religion affects fertility, secondly in terms of a ‘characteristic effect’ where socio-economic attributes of individual members of different religions matter, and finally in terms of a ‘minority group status effect’ where a religious group exhibits higher fertility as a response to its minority status in a society. Consequently, the implications for development of the demographic differences between religious groups in developing countries such as India have been the subject of much recent popular and academic debate (see, for example, Moulasha and Ramarao, 1999; Jeffery and Jeffery, 2002; Iyer, 2002). Differences in fertility among religious groups in India The empirical evidence suggests that Hindu and Muslim fertility differs in India. In terms of distribution, Hindus form over 80 per cent of India’s population and Muslims form about 12.5 per cent. There is a difference of one child per woman, on average, in the Total Fertility Rate (TFR) between Hindus and Muslims at national and state level (Sharif, 1999). According to the most recent National Family Health Survey, the TFR for Muslims is about 3.6 and that for Hindus is about 2.8 (IIPS and ORC Macro International, 2000). The differences between Hindu and Muslim fertility are also more pronounced in the northern states of India as compared to the south. Thirty six per cent of India’s Muslim population live in the north Indian states of Bihar and Uttar Pradesh. The fertility rate for both Hindus and Muslims in the southern states is less, relative to their counterparts in the north, although there are significant withinstate variations. Data on age-specific fertility rates also show that Muslim women have larger numbers of children at earlier ages than Hindu women, or indeed any other religious group in India (Sharif, 1999). Hence, the empirical data suggest that the all-India TFR for Muslims is considerably higher than that for Hindus; that Muslims are bearing larger numbers of children at earlier ages than are any other religious group in the population; and that this difference is approximately one child on average. May we attribute these differences to a ‘pure religion effect’, or alternatively may they be explained better in terms of the socio-economic ‘characteristics’ of individual members of different religions (Iyer, 2002)? Two possible explanations for inter-group differences in fertility in India are considered: the influence of religious theology and religious institutions, and the importance of socio-economic characteristics. Religious theology as an explanation for inter-group differences in fertility While a cursory view of Islam and Hinduism suggests two very different religions, a more detailed investigation, specifically in the context of demography and India, suggests many similarities between them. The literature on Muslim and Hindu theological positions related to demography is derived from a number of sources. The institutional requirements of Islam are specified in the Sharia or Islamic law, based on the Koran and the Sunnah, which are the interpretation of the words of the Prophet Mohammad. Other writings relevant to Islamic demography include those of Al Ghazzali (1058-1111), a medieval theologian who summarized Sunni and Shia positions, especially on birth control. In the case of Hinduism, there are a number of scriptural writings: religious texts such as the Vedas and Upanishads, the epic poems Ramayana and Mahabharata, social commentaries such as the Arthasastra of Kautilya, and verse-poems in praise of Hindu goddesses such as the Lalitasahasranama and the Sri-sukta. Demographic studies of Islamic societies have investigated whether the particular philosophical content of Islam affects demographic behaviour in the Arab nations (Obermeyer, 1992). Anthropological evidence from the Bijnor district in north India suggests that Muslim fertility is higher than Hindu fertility (Jeffery and Jeffery, 2002). The Mysore Population Study conducted in 1961 concluded that Hindu religious traditions in Indian society favoured having many children (United Nations, 1961). This theological, demographic and anthropological literature provides the basis on which to compare Hindu and Muslim textual theology and its impact on fertility. Both Hinduism and Islam encourage marriage and tolerate polygyny. In Islam, the remarriage of divorced and widowed women is highly encouraged. Classical Hindu texts such as the Nitimanjari argue ‘Home is not what is made of wood and stone; but where a wife is, there is a home’, and proceed to outline eight different kinds of Hindu marriage (Radhakrishnan, 1947: 149). Classical Islamic law does not require husbands to obtain permission from a court or from a current wife in order to undertake a second marriage. But a Muslim woman can legally have only one husband; in India if she marries a second man she is liable for bigamy under the Indian Penal Code. The classical provisions in Islamic law for the sanction of polygyny are rooted in a demographic fact of twelfth century Arabia. Frequent tribal wars at this time implied that many Muslim men were killed in battle, leaving behind widows and orphaned daughters. The Fourth Sura and third verse of the Koran therefore counsels: ‘If ye fear that ye shall not be able to deal justly with the orphans, marry women of your choice, two, or three, or four’ (Azim, 1997: 171). It is important to note that the provisions for polygyny were motivated by economic circumstance, and that in their original intention did not apply to all women in general, but only to widows or orphaned girls. Hinduism also tolerates polygyny but usually in the absence of male offspring. This theological toleration for polygyny, however, is not reflected empirically in India. The 1961 Indian Census showed that multiple marriages are practised least by Muslims and most by tribal communities. Jeffery and Jeffery (2002) conclude that in rural Bijnor polygyny is relatively rare, and occurs equally among Hindus and Muslims. Both Hinduism and Islam also permit divorce. Kautilya argues in the Arthasastra: If the husband is of bad character, or is long gone abroad, or is guilty of high treason, or is dangerous to his wife, or has become an outcast, or has lost virility, he may be abandoned by his wife. (Radhakrishnan, 1947:181-2) But equally, in the Mahabharata, Vyasa argues that a man can also divorce his wife if she ‘acts as she pleases’,’gives birth only to daughters’ or if ‘her children die young’ (Iyer, 2002: 39). In Islam, many different kinds of divorce are permitted. In some situations these are unilateral, for example the talaq al-bida, or the ‘divorce of innovation’, consists of the husband unilaterally dissolving the marriage. Some Islamic scholars in India have argued that a woman in Islam is also allowed to initiate a ‘delegated divorce’: here the husband authorizes the wife to divorce herself from him (Azim, 1997: 198). Both Hinduism and Islam set great store by procreation for religious, social and economic reasons. Numerous anthropological studies of Islamic societies and of South Asia have shown the importance of the family ideal and son-preference. Indeed, the Hindu scriptures outline the ‘three debts’ which individuals are required to pay: to the sages by Vedic study, to the gods by sacrifices, and to the ancestors by offspring (Radhakrishnan, 1947: 150-1). Both religions also ascribe a lower status to women than to men. In scriptural Islam men were awarded a more prominent position than women and sons were typically given twice the inheritance of daughters. In scriptural Hinduism, women are viewed as being equal to men within the family to a greater extent than in scriptural Islam: the Rg Veda goes so far as to argue that ‘The wife and the husband are equal in every respect’ (Radhakrishnan, 1947: 61). But in reality, Hindu women appear only unequally ‘equal’ with scripturally few independent roles assigned to them outside the domestic sphere. Sayana, a commentator on the Rg Veda, describes that while a man can take to ‘worldy pursuits’, a woman is capable of ‘selfcontrol and self-denial’ (Iyer, 2002: 40). This essentially religious notion of a woman’s self-sacrifice is reflected even today in unequal intra-household allocations of resources between men and women, or sons and daughters, in India. Specifically in India therefore, Hinduism and Islam are broadly similar with respect to their theological positions on marriage, children and the position of women. Where they appear to differ most is on the control of births. In Islam, this is the most controversial reason for high fertility: it is commonly believed that Islam forbids family planning in any situation. But demographers have challenged this view, arguing that the interpretation of different schools of Islamic jurisprudence is important (Obermeyer, 1992). Sunni and Shia positions on birth control derive from the writings of the medieval theologian Al-Ghazzali, who outlines many situations where birth control within Islam is permissible such as if a disease is likely to be passed on to offspring or if there is concern for the wife’s health. Demographers of Islamic societies also argue that the distinction between the different schools extends to whether or not they permit abortion, and the use of terminal versus non-terminal methods of family planning (Obermeyer, 1992). But this variability implies space for alternative interpretations of Islam at a practical level. In Hinduism limiting births is neither explicitly condoned nor castigated, possibly related to notions of ‘purity and pollution’ in the practice of traditional Hinduism (Iyer, 2002: 39). Activities that involve the reproductive functions of women such as menstruation or childbirth are viewed in scriptural Hinduism as making women temporarily ‘impure’. Notions of ‘impurity’ in Hinduism may then lead to lower fertility if sexual abstinence is practised during menstruation and after childbirth. There are also indirect references in Hindu scriptures to the control of births but they are explicitly in the context of norms about abstinence and multiple partners. So, the question that concerns demographers and development practioners in India is this: is there any significant difference in the ‘pure religion effect’ of Hinduism and Islam on fertility in India? The analysis suggests that in the specific context of India, perhaps not. But the observed differences in fertility outcomes depend on different interpretations of scriptural content and adherence by individual Hindus or Muslims in real-life situations, reinforced by religious institutions such as the clergy and the state which may support, oppose or counteract fertility. Interpreting textual theology and the role of religious institutions: Karnataka, India If it is accepted that Hinduism and Islam in India are both pronatalist in terms of their theological doctrine, differences in fertility outcomes need to be explained by locallevel interpretations of the textual theology of religion and the role of religious institutions. In the academic discussions on religion and development in India, locallevel surveys are rare. A micro-demographic sample survey conducted in villages in Ramanagaram taluk in the South Indian state of Karnataka examined the manner in which Hindu and Muslim women translate the textual theology of Hinduism and Islam into practice, and whether or not this is significant for their fertility decisions (Iyer, 2002). The 201 women surveyed were asked a range of questions about the religious determinants of marriage and birth control. The findings are illuminating: ‘God’s will’ was not an important direct reason for marriage and it was cited by less than 2 per cent of Hindu or Muslim women. Women considered 15 years to be the ‘normal’ age at marriage, even though national legislation in the form of the Child Marriage Restraint Act of 1978 sets the legal minimum female age at marriage in the region at 18 years. Remarriage and divorce were not popular among either Hindu or Muslim women, suggesting that women were guided by local norms that did not encourage remarriage or divorce, rather than religion. Questions on birth control such as ‘Does your religion permit contraception?’ and ‘Do you agree with the position of your religion on birth control?’ yielded interesting differences across religious groups: 4 per cent of all Hindus but 32 per cent of Muslims disagreed with the position of their religion on contraception. A leading Muslim social worker explained the position of Islam on contraception thus: Everyone is having an operation. The Koran says that we can take pills when the womb is empty but when there is a conception, we can’t take the tablets. We need to reconsider this. (Iyer, 2002: 143) Irrespective of the theological debate, therefore, the perception among Muslim women in Ramanagaram is unambiguously that Islam does not permit birth control. Women also made distinctions between various permanent and temporary methods of contraception, clarifying that any prevailing opposition to contraception was specifically towards sterilization. Both these perceptions were most likely to have been influenced by the local Islamic clergy: the mullah of the area, when interviewed, stated that he strongly objected to women using contraception, ‘which is against the Shariat’ (Iyer, 2002: 166). Questions on women’s status, their decision-making and intra-household resource allocation showed that women were more autonomous when it came to decisionmaking within the household than decision-making about income-earning work or money. The role of ‘custom’ was deemed significant in dictating these decisions. However, decisions about sending children to school were taken jointly by both husbands and wives. In general, over 60 per cent of women in the sample believed that religion-based conflict between men and domestic violence between men and women had increased over the previous 10 years. There were 33 per cent of women who wanted another child but religion was not a significant factor in this decision: God’s will was cited by less than 3 per cent of the sample. The demand for children was governed mainly by their contributions to household and market work. In terms of allocating food, education or health-care between children, there was not a single woman in the sample who said that she would prefer to give her girls more compared to her sons. Hence, while it is useful to examine the textual theology of Hindusim and Islam, it is of even greater consequence to understand the manner in which it is interpreted at the local level. While women in Karnataka express relatively ‘progressive’ views about marriage and birth control, they are less likely to put these into practice as reflected in their decision-making about money or allocating resources between sons and daughters. And this behaviour does not vary a great deal with religion. The exceptional context when women cease to play a purely religiously or traditionally defined role is in making decisions about children’s education. Education, then, is the only choice variable that breaks tradition with custom. And this simple qualitative finding compels development economists to consider the ‘characteristics’ hypothesis as an explanation for religious differences in fertility in India. Socio-economic characteristics as an explanation for inter-group differences in fertility Religious differences in demographic outcomes in India are also reflected more widely in differences between religious groups in their socio-economic status. According to data presented in the Human Development Report, 53.3 per cent of Hindus aged 7 and above are literate, compared to 49.4 per cent of Muslims, and 80.8 per cent of Christians (Sharif, 1999). Female illiteracy among both Hindus and Muslims is very high: 61 per cent among Hindus and 62 per cent among Muslims. Religious differences in family size which affect indicators of income and poverty also show that the Muslims are economically disadvantaged compared to other religious groups. For example, the average annual income per capita for Muslim households at Rs.3678 ($78) is considerably lower than for Hindu households at Rs.4514 ($96) or for Christian households at Rs.5920 ($126). There are 64.5 per cent of Hindu households who own land compared to 56.5 per cent of Muslim households and the average size of landholding is 3 acres for Hindu households compared to 2 acres for Muslim households (Sharif, 1999). A head count ratio estimate of poverty among religious groups also depicts that the incidence of poverty is greater among Muslims than among Hindus and Christians (Sharif, 1999). There are, however, curious paradoxes about the demographic and socio-economic characteristics of Muslims and Hindus in India, which are often overlooked. Although fertility rates among Muslims are higher than among Hindus, infant mortality rates among Muslims, at 59 per 1000 births, is much lower than among Hindus, at 77 per 1000 births (IIPS and ORC Macro International, 2000). If we compare the two communities in terms of income inequality, the Gini coefficient of relative dispersion of incomes depicts a lower degree of inequality in Muslim households (0.40) compared to Hindu households (0.43) in all of India (Sharif, 1999). These data suggest that the whole relationship between religion, economic circumstances and development outcomes needs further consideration. The data also suggest that the socio-economic characteristics of religious groups might be more important than religious theology in explaining inter-group demographic outcomes. This is borne out at the local level: a study on the Karnataka households examined whether religion had an impact on fertility after controlling for a range of socio-economic characteristics, and whether the effect of different socioeconomic characteristics was different for the three religious groups (Iyer, 2002). The findings are illustrative of factors that may also be relevant at the national level. The main finding was that the effect of religion was insignificant for fertility decisions after controlling for socio-economic status. This is a crucial finding of the research because it indicates that religion does not exercise a pure ‘theological’ effect in this population in South India after controlling for the effects of other socio-economic characteristics. But more significantly, the effect of different socio-economic factors was different for the three religious groups (Iyer 2002: 194-204). For example, a oneunit increase in education exercised a negative effect on fertility and it decreased fertility for Muslims significantly more than for Hindus. A son born later in the birth order significantly raised fertility for all three religious groups but the effect was greater for Hindus and Christians. Greater access to water and fuel infrastructure reduced fertility, and this effect was particularly strong for Muslim households. The presence of one more female extended family member in the household decreased fertility, but this effect was significantly greater for Muslims than for Hindus. This finding supports more qualitative information from the Ramanagaram interviews. For example, Devamma, a mother of 3 sons and 2 daughters, aged 51 remarked: I encouraged my daughters and daughters-in-law to have two children quickly and go in for an operation. Then they are not troubled any more. There is no problem as with the pills, which they may not remember to take. After all, why should they be burdened with so many children as I? (Iyer, 2002: 142) If different socio-economic factors affect the religious groups in different ways, these findings have important implications for population policy in India in particular and for development policy more widely. Implications of religious differences in fertility for development policy Religious differences in fertility may not be due to a ‘pure religion effect’ because the effect of the theological content of Islam and Hinduism for demography in India is similar. But community interpretations of theology may be more important than the actual philosophical content of the religion. As shown in Karnataka, these interpretations may also be at some variance with individual women’s views. Rural Hindu and Muslim women in India do not accept uncritically the textual theology on marriage and birth control. But equally they are not translating these personally-held views fully into actual practice as reflected in their household decision-making or allocations of resources between children. This suggests that development policy needs to target and to integrate religious leaders in various ways that might influence women’s fertility, for example, by enlisting their support to enforce the Child Marriage Restraint Act of 1978. Socio-economic characteristics are important and indeed the influence of religion may perhaps be acting through them, but the socioeconomic characteristics of different groups need to be targeted in different ways. So, for example, in Ramanagaram taluk Muslim women’s and men’s education needs more emphasis, Hindu attitudes to son-preference can be countered by media campaigns, and family planning needs to be made more reliant on temporary methods, particularly in minority-dominated areas. Religion, reproduction and development in contemporary India need to be viewed in the context of the wider historical evolution of inter-group differences in population numbers, coupled with an awareness of the threat that the ‘communalism’ phenomenon poses for India’s development. It is often observed by commentators that in religion-based conflicts, disciplines which are unrelated to religion are routinely wheeled out as part of the armoury in the confrontations, verbal or otherwise, over temples and mosques, seats in educational institutions, government jobs, or political office. Demography in India has been used similarly: religious differences in fertility have been subject to many different claims and counter-claims which have exacerbated inter-religious conflicts in India in the past. This needs to be redressed by development theorists and practitioners with demographic, economic and anthropological evidence. The qualitative and quantitative findings from Karnataka presented suggest a framework within which the role of religion can be considered. One way to integrate religion into development analysis is to use an inter-disciplinary perspective which encompasses a careful understanding of the theological literature, the manner in which it is interpreted locally, and how this combines with economic methods. Such analysis could have far-reaching implications for both policy and politics not only in India but also in other societies characterized by religious pluralism. Acknowledgement I acknowledge the support of the British Academy which provided the funding for this research. I am particularly grateful to Geoff Harcourt and to Chander Velu for their comments on this paper. References Bagchi, Amiya Kumar (1991) ‘Predatory Commercialization and Communalism in India’, in Sarvepalli Gopal (ed.) Anatomy of a Confrontation: The Babri MasjidRamjanmabhoomi issue. Delhi: Penguin. 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