Rahman 1 Fatima Z. Rahman University of California, Irvine Department of Political Science Center for the Study of Democracy Political Islam and Gender: The Impact upon Democracy This paper empirically tests the purported negative effect of Shari’a upon the institutionalization of gender equality through a cross-national assessment of the fifty one Muslim majority states. By doing so, this paper not only sheds light on the specific relationship between Shari’a and gender equality but more broadly provides a better understanding of the implications of state endorsement of political Islam on liberal democracy in the region. The paper finds that states with higher levels of integration of Shari’a based laws in their family legal code have lower levels of institutionalized gender equality as compared to states with lower levels of Shari’a inclusion. Rahman 2 According to the most current Freedom House statistics, only two of the fifty one Muslim majority states are free,1 representing only 2.2% of the eighty-nine free states in the world as of 2008. This continuing trend of democratic deficiency in the Islamic world has fueled the debate regarding the fundamental causes of the democratic gap in the region. At the forefront of the debate is the perspective that the state’s endorsement of political Islam, as characterized by the adoption of Shari’a in the legal system, inhibits the development of democracy. Proponents argue this obstacle to democratization is due to fundamental characteristics of Shari’a which make it irreconcilable with liberal democracy, most prominently its violation of women’s rights. This paper empirically tests the purported negative effect of Shari’a upon the institutionalization of gender equality through a cross-national assessment. By doing so, this paper not only sheds light on the specific relationship between Shari’a and gender equality but more broadly provides a better understanding of the implications of state endorsement of political Islam on liberal democracy in the region. The paper will begin with an explanation of the perspective that state sponsored political Islam is incompatible with liberal democracy, discussing the four characteristics of Shari’a that scholars argue impede liberal democratization in Muslim majority states. I will then focus more narrowly on one of the four characteristics of Shari’a which purportedly impedes democratization, namely the violation of gender equality. The paper will then discuss why gender equality is considered a fundamental component of liberal democracy and how its deficiency in Muslim majority states inhibits democratization. Next, I will discuss my measurement of political Islam and motivate my model. Lastly, I will discuss the findings and implications. 1 “A Free country is one where there is broad scope for open political competition, a climate of respect for civil liberties, significant independent civic life, and independent media.” (Puddington 2009, 2) Rahman 3 Incompatibility between State Sponsored Political Islam and Liberal Democracy The argument that the state endorsement of political Islam impedes democracy is based on four core characteristics of Shari’a which are deemed incompatible with liberal democracy. Firstly, scholars argue that the implementation of Shari’a as the state legal system necessitates a merging of religion and politics which contradicts the assumption of secularism. They claim that the establishment of religious mandates as the basis of rules and principles that govern society violates the separation of Church and State (Huntington 1984). Secondly, the state’s endorsement of Shari’a contradicts the principle of ultimate sovereignty in the people by placing that sovereignty in God (Addi 1992; Kedourie1994; Ehteshami and Sidahmed 1996; Lewis 1996, Abukhalil 1997). Because the fundamental laws of Shari’a are considered unalterable, there is a portion of the legal system which is off limits for the people. Furthermore and thirdly, any power of interpretation belongs to non-elected Ulema or Islamic legal scholars. Proponents point out that the interpretation of Islam in the realm of law is denied to individuals because of the closing of the gates of “Ijtihad” over 1200 years ago (Price 1999, 161). Lastly and most primarily, critics argue that Shari’a is detrimental to the basic human rights of women which are guaranteed in liberal democracy (Fukuyama 1992; Ziai 1997; Moghadam 2004; Barlow 2008). Sharia’s Violation of Women’s Rights and Obstruction of Gender Equality Shari’a is criticized particularly for its violation of women’s rights and the rights of nonMuslims (Mayer 1991). Non-Muslim minorities are given an inferior set of political rights and civil liberties. For example, there are legal limitations on the pursuit of political and military careers for non-Muslims. With the exception of Jews and Christians, minorities are not granted the right to follow an alternative legal system (Mayer 1991, 157). However, a broad empirical Rahman 4 study by Price finds that an Islamic political culture is not linked to violation of personal integrity rights, nor is it associated negatively with civil liberties (Price 1999, 168-173). Women similarly are denied equal status to that of men. The inequality is evident throughout the different areas of law, but especially in the family and criminal codes. Most notably under family law, women are restricted from full marriage rights while divorce, custody, and inheritance laws favor men. Under penal law, they are subject to punishments for premarital sex, adultery, and failure to dress modestly which according to liberal democratic standards are not only considered inhumane but also as violating the right to privacy and the freedom of religion. Moghadam writes, “Current interpretations of Islamic theology and law emphasize women’s roles as wives and mothers, and render them legal minors and dependents of husbands or male kin (Moghadam 2004, 100). The Harmful Effect of Shari’a Upon Women’s Rights: The Causes The viewpoint that Shari’a is detrimental to women’s rights and is therefore fundamentally at odds with liberal democracy is based upon three basic grounds. Firstly, scholars argue that it is the philosophical foundation of Shari’a which deems it problematic for gender equality. Critics argue that Shari’a is based upon a communal rights’ system rather than an individual rights’ system of liberal democracy (Barlow 2008, 43). The emphasis upon community is a fundamental value in Islam, and dictates the resulting legal system. The logic behind a community based society is that the good of the community takes precedence over the good of any one individual. In an attempt to attain an ideal Islamic society, individuals serve different roles in society, with varying responsibilities. As a consequence, the laws that govern these individuals are also different reflecting their responsibilities to the community. This explains the complementarity foundation of Shari’a as opposed to an equality Rahman 5 based foundation as found in the UNDHR and other human rights’ schemes in liberal democracies (Ziai 1997, 72-73). The complementarity foundation renders different treatment of men and women under the law, reflecting their unequal but complementing roles in society and family. This different treatment becomes evident in laws pertaining to inheritance, marriage, divorce, and child custody in which women are discriminated against according to the liberal democratic conception of human rights. Along with the complementarity foundation of Shari’a as opposed to the individualist foundation of Western legal systems, scholars, especially Islamic feminists, claim that the gender based discriminatory laws are the consequence of non-Islamic traditions which were incorporated into Shari’a during its long evolution from the early eighth to the eighteenth century (Barlow 2008, 44, 47; Shaheed 2004,7; Rahman 1983). Proponents argue that it was Islam’s exposure to multiple cultures along with customs predating Islam’s arrival that became established parts of Shari’a. Islamic feminists argue that the divine sources of Islam such as the Quran and sunna (practices of Prophet Muhammad) support equitable treatment of women and contradict many of the laws set forth by Shari’a (Mayer 2007, 113; Rahman 1983). Thirdly, scholars argue that Shari’a is detrimental to women because of the inherent male bias of the legal scholars who created it. Over its long evolution, Shari’a has continued to be the domain of men. Thus, critics argue that the gendered structure reflects the desire of these men to maintain patriarchical value systems (Afshar 1996 199; Barlow 2008, 47). This effect is deepened by the severe patriarchical system of the Medieval period from which Shari’a stems. The interpretations are not only strictly based upon male perspectives, but perspectives developed during “pre-modern” times when society, especially gender roles functioned very differently (Mayer 2007, 113). Rahman 6 The Fundamental Necessity of Gender Equality for Liberal Democracy and the Lack of it in Islamic states Prior theoretical and empirical studies have argued that the inequitable gender structure underlying many Islamic states impedes the establishment of liberal democracy. Steven Fish posits that the dominant presence of patriarchalism impedes Islamic states from hosting democratic regimes (Fish 2002, 24). He supports his claim through empirical tests which show that Islamic states have a significantly larger gender gap in literacy rates than non-Islamic states, a higher sex ratio, lower female participation in governmental agencies as well as lower status in the workplace. All these factors are significantly correlated with lower democracy scores even when the effect of Islam and economic development are controlled (Fish 2002). Following Fish’s study on authoritarianism in Islamic states, Donno and Russet confirm that Islamic countries are more likely to suppress women’s rights than other countries, and find that this relationship is especially strong for Arab states (Donno and Russet 2004, 582-583). Similarly survey data and political culture studies consistently find that attitudes of gender equality are required for democratic culture and that the populations of the Islamic world lack these attitudes (Inglehart and Norris 2003; Jamal 2006). IPE explanations utilize a similar logic, attributing the political, social, and economic marginalization of women as a fundamental impediment to democratization in the Islamic world (Moghadam 2004). While theoretical and case studies of Shari’a and its effect upon women’s rights are prevalent in both academic and policy literature, the relationship has not been examined crossnationally. And while the effect of being a state with a majority of Muslims has been crossnationally tested upon women’s rights and democracy (Fish 2002; Donno and Russet 2004), the specific effect of political Islam has not been tested. This paper examines the relationship Rahman 7 between Shari’a based legal code and conventional measures of gender equality across the fiftyone Muslim majority states2. Measuring Political Islam: There is consensus that political Islam or Islamism is a political ideology, but beyond that it is a widely disputed concept with competing definitions and varied interpretations. The core commonality amongst the definitions offered is the ideology’s commitment to Shari’a or Islamic law. The conception used in this paper is that of Schwedler who defines political Islam as a political ideology that, “captures at most a shared commitment to the implementation of Islamic Law (Shari’a) in all spheres…” (2006, 8). Because of the emphasis upon an Islamic legal system as the defining characteristic of political Islam, this paper measures a state’s endorsement of political Islam as the degree to which a state’s legal code integrates the laws set forth by Shari’a. Specifically, this paper focuses upon a state’s personal status law or more familiarly family law as used in Western legal thought. Family law is chosen for a single primary reason. Shari’a based laws that are integrated into the family law sector are both de jure and de facto. This cannot be said of Shari’a based criminal or penal laws which are often formally a part of the criminal law sector but are in actuality not practiced. Therefore, the extent to which Shari’a is integrated into family law reflects a state’s commitment to actualizing Islam as a guide for shaping politics and governing society. It therefore better captures a state’s endorsement of political Islam than an assessment of the criminal law sector. The two issues areas used to measure the degree to which a state integrates Shari’a into family law are divorce and custody law. Each state receives a score of 1, 2, or 3 for each issue 2 Muslim Majority state refers to a state in which the majority of the citizenry belongs to the Islamic faith as opposed to any other religion. Rahman 8 area. The two scores are then indexed3 into a single continuous variable measuring the degree of incorporation of Shari’a based laws in the state’s family legal code. The coding scheme4 is as follows: Divorce Law: 1= Woman has right to file for divorce on all grounds including irreconcilable differences or incompatibility 2=Woman has right to file for divorce on all grounds including irreconcilable differences or incompatibility but she must provide some monetary compensation to husband for release from marriage (the concept of khul) 3= Woman has right to file for divorce on limited grounds only, excluding irreconcilable differences or incompatibility. Custody Law: 1= Custody of child is determined in accordance with the best interests of the child. 2= Custody of child is given to the mother until the ages between 2 and 15 but the court holds discretion to extend the time period and/or take the opinion of child into consideration. 3= Custody of child is given to the mother until the ages between 2 and 15 only. A score of 1 in either category reflects virtually no adherence to or integration of Shari’a in the respective category. A score of 2 in either category reflects some adherence and some integration of Shari’a in each respective category, but it is reformed to some degree. A score of 3 in either category reflects the highest level of integration of Shari’a in each respective category, representing a strict adherence to Shari’a law. The two scores for each state are added and divided by two, resulting in an index variable ranging between 1 and 3 in which 1 represents a state with a Shari’a free family law sector and a 3 represents a state with a fully Shari’a compliant family law sector. Cronbach’s Alpha was used to verify that the two variables are measuring the same underlying concept. A Scale reliability coefficient of .9005 was obtained, verifying that the two variables may be combined. 4 The coding was derived from analysis of various secondary resources including the “Islamic Family Law” project conducted by Law and Religion Program at Emory University, the “Islamic Information Resource” conducted by the Reunite International Research Unit, the “‘Best Practices’ Progressive Family Laws in Muslim Countries August 2005” report conducted by the Woodrow Wilson International Center for Scholars and the Rand Corporation, “The World Factbook” by the CIA, and various other resources on the laws and legal traditions of specific states. 3 Rahman 9 Hypothesis 1: States with a family law sector exhibiting greater levels of integration of Shari’a based laws are more likely to have lower levels of institutionalized gender equality. Figure 1 30 Distribution of Shari'a Levels Percentage of States 25.00% 4.17% 16.67% 22.92% 31.25% 0 10 20 Degree of Integration of Shari’a in the Family Legal Code 1 1.5 2 2.5 3 .5 1 1.5 2 2.5 3 Degree of Integration of Shari'a in the Family Legal Code Competing Explanations of Gender Equality A series of rival hypotheses that seek to explain gender equality will also be tested and included in the model. The model includes a measure for the state’s level of economic development. This is measured by GNI per capita5. This variable captures the widely supported argument that economic development is necessary for gender equity. Many scholars argue that it is the deficient economic profiles of Muslim majority states that produce gender inequality. Thirty nine out of forty-six Muslim majority countries are in the least developed or developing categories (Hunter 2005). Proponents suggest that it is the lack of investment flows and low levels of industrialization that are at the root of the problem, producing a gender gap in the labor force, unemployment, and illiteracy that are responsible for the lack of women’s rights in the region. (Hunter 2005, 1-3; Moghadam 2005). Other proponents claim that economic 5 The data is taken from the World Bank and is from 2007. Rahman 10 development renders equality in gender roles because women enter the workforce and become literate. This brings about a change in gender roles, changing societal attitudes toward gender equality (Inglehart and Welzel 2005). H2: States with higher GNI per capita are more likely have higher levels of institutionalized gender equality. Others argue that oil economies impede the full equality of women. Ross posits that growth by resource extraction lies at the root of inequitable gender status in the Middle East. He argues that oil production discourages the inclusion of women in the labor force which consequently silences their voice in the political arena. “As a result, oil-producing states are left with atypically strong patriarchal norms, laws, and political institutions” (Ross 2008). To account for this argument, the model includes a measure of whether a state is an oil economy or not. This is a dichotomous variable, measuring whether the state is a member of the Organization of Petroleum Exporting Countries (OPEC). H3: States with a largely oil based economy are more likely have lower levels of institutionalized gender equality. Historical institutionalists claim that it is the state’s colonial or occupied past that explains why the Islamic world suffers from inadequate human rights guarantees including that of women. Mitchell and McCormick claim that violation of human rights is related to the colonial experience of the state because of the political culture that the colonizing power instills in the state (Mitchell and McCormick 1988). While British colonialism is linked to liberal democratic principles, including the guarantee of basic personal, political, economic, and social rights (Poe and Tate and Keith 1999), Soviet occupation is said to hamper the implementation of democratic values such as basic human rights. To capture the effect of colonization or Rahman 11 occupation, a state receives a 0 or 1 depending on whether it has a British colonial legacy and a 0 or 1 depending on whether it was a former Soviet successor state. H4: States that were formally colonized by Britain are more likely to have higher levels of institutionalized gender equality. H5: States that are a Soviet successor state are more likely to have lower levels of institutionalized gender equality. Some argue that religious or ethnic fragmentation which produces internal conflict and civil war makes state violations of human rights more likely (Nieburg 1969; Poe and Tate 1994). Scholars find empirical evidence revealing that civil war has a significant impact on state repression of human rights (Poe and Tate 1994; Poe and Tate and Keith 1999). The model includes a measure of the state’s level of ethnic fragmentation. This is a count of the number of politically active communal groups in the state6 H6: States with a higher level of ethnic fragmentation are more likely to have lower levels of institutionalized gender equality. A more regionally focused argument attributes the inferior status of women to Arab culture rather than to political Islam. Some scholars have argued that the Arab world is especially resistant to democratic norms such as gender equity when compared to other Islamic states. Deegan comments that culture must be distinguished from religion, and that Islam is interpreted differently according to regional cultural influences (Deegan 2005). The Arab culture in contrast to other regional cultures of the Islamic world is argued to be especially hostile to women’s rights. Scholars find empirical evidence that Arab states have especially discouraging records of gender equality. Donno and Russet find that the subordination of women is particularly severe in the Arab world as compared to other Islamic regions (2004). To account for this argument in the model, states that are Arab are coded as 1 while all others are coded as 0. 6 This data is taken from the Minorities at Risk dataset, Phase IV (Gurr). Rahman 12 H6: Arab states are more likely to have lower levels of institutionalized gender equality. Method To test the relationship between the degree to which a state’s legal code integrates Shari’a based laws and the extent to which gender equality is institutionalized, three multiple regression models and one logistic regression model will be utilized. Conventional measures of gender equality will be used to measure the level of institutionalized gender equality: female literacy rate7, percentage of seats held by women in the national parliament8, female labor force participation rate9, and whether a state’s gender mainstreaming machinery has submitted a national action plan to the UN to implement the Beijing Platform for Action. The objective of the Beijing Platform for Action is to attain universal gender equality10. Table 1. Gender Equality Means across Muslim Majority States Measures of Gender Equality Mean Adult Female Literacy Rate (Percentage) 78.77 Percentage Women in National Parliament Female Labor Force Participation Rate 9.51 48.04 Submitted yes 61.7% Submission of National Action Plan no 38.3% Data used for female literacy rates is taken from the United Nation’s Statistics Division, specifically from the Millennium Development Goals Database. The measure is described as, “Literacy rates of 15-24 years old, women.” The data is from 2007, which is the most current data available. In cases where 2007 data was not available, the most recent data available for a particular state was used. 8 Data used for percentage of seats held by women in national parliament is taken from the United Nation’s Statistics Division, specifically from the Millennium Development Goals Database. The data is from 2007. In cases where 2007 was not available, the latest available data for a particular state was used. 9 Data used for female labor participation rate is taken from the World Bank’s genderstats. The World Bank describes it as: “Labor force participation rate is the proportion of the population ages 15-64 that is economically active: all people who supply labor for the production of goods and services during a specified period. International Labour Organization, Estimates and Projections of the Economically Active Population database.” The data is from 2007. In cases where 2007 data was not available, the latest available data for a particular state was used. 10 Data is derived from an official UN document titled, “Women 2000 and Beyond: Implementation of the Beijing Platform for Action & Compliance with International Legal Instruments on Women.” The document is produced by the UN Division for the Advancement of Women. 7 Rahman 13 Results: Table 2. Institutionalization of Gender Equality as a Function of Shari’a in State Legal Code Measure of Gender Equality Female Literacy Rate (percentage) Shari’a Economic Development Oil Economy Ethnic Groups British Colonization Former Soviet Successor State Arab State Observations Adjusted R-squared Female Labor Force Participation Rate (percentage) -12.60* (5.33) .0002 (.0003) Seats held by Women in National Parliament (percentage) -3.13* (1.49) -.00004 (.00009) 22.04* (9.48) .460 (2.04) 15.20 (8.07) 28.57* (10.61) -4.11 (2.75) .75 (.50) -2.46 (2.06) -3.22 (2.89) -2.57 (5.71) -1.84 (1.12) -10.16* (4.49) 6.25 (6.52) 16.89* (7.85) 44 0.4283 -.25 (1.96) 45 0.3170 -19.57* (4.32) 47 0.4871 .56 (3.23) .00009 (.00019) *p<.05, (std. error in parentheses) Table 3. Institutionalization of Gender Equality as a Function of Shari’a in State Legal Code (con’t.) Measure of Gender Equality Shari’a Economic Development Oil Economy Ethnic Groups British Colonization Former Soviet Successor State Arab State Observations Submission of national gender mainstreaming action plan to UN (Odds Ratio) .162* (.13) .11 (.00004) .26 (.21) 1.36 (.33) 11.97 (14.11) .09 (.12) 4.70 (4.55) 47 *p<.05, (std. error in parentheses) Table 4. Predicted Probability of Submission of National Action Plan to UN given Shari’a Level Degree of Shari’a integration in Family legal code 1 Predicted Probability of Submission of National Action Plan to UN 0.9471 1.5 2 2.5 3 0.8780 0.7433 0.5380 0.3190 Rahman 14 Table 2, Table 3, and Table 4 display the results of the four analyses which model four different measures of gender equality as a function of Shari’a and a series of control variables. Taken together, the results largely support the hypothesis that states with higher levels of Shari’a based laws in their family legal code exhibit lower levels of gender equality. Table 2 reveals that higher levels of Shari’a in the family code are associated with lower female literacy rates. Comparing two Muslim majority states that are similar in all covariates except for level of Shari’a integration, the state with a one degree higher level of Shari’a incorporation on a three point scale is estimated to have a female literacy rate 12.6% lower than the other state. Similarly, Table 2 reveals that a one degree increase in Shari’a level is associated with an approximate 3.13% drop in percentage of seats in the national Parliament held by women, adjusting for all other covariates. Given that the mean of seats held by women for Muslim majority states is approximately 9.51%, this is a substantial effect. Table 3 shows the results of the logistic regression which models whether or not a state has submitted a national action plan of gender mainstreaming to the UN. While a surprising majority of the states, 61.7% have submitted one, another 38.3% have not (see Table 1). The analysis reveals that higher levels of Shari’a incorporation are associated with a reduced likelihood of submitting an action plan. As Table 3 indicates, a state which does not adopt Shari’a as part of the family legal code is estimated to have a 94.7% probability of submitting a national action plan. This probability gradually decreases for incremental increases of Shari’a level. A state with a fully Shari’a compliant family legal code has an estimated probability of 31.9% of submitting a national plan. The outcome is consistent with two of the three other Rahman 15 models’ results, indicating that a greater amount of Shari’a compliance in the family penal code has a negative association with the institutionalization of gender equality. The one measure of gender equality with which Shari’a is not associated is female labor force participation. This is somewhat surprising given that the rest of the measures support the negative effect of Shari’a. Much of the IPE literature focuses upon the inequitable labor force structure, but the evidence suggests that some other factor is responsible for that rather than the influence of political Islam in the governing structure of the state. Most notably, being an Arab state is largely related to lower levels of literacy rates. Comparing an Arab and non-Arab state who are similar on all other factors, the Arab state is estimated to have a 19.57% lower female literacy rate as compared to the non-Arab state. This supports the prior findings of Donno and Russet which reveal that the subordination of women is especially worse in Arab states (2004). Thus the results indicate that patriarchical structures of Arab culture may be the cause of any inequality in the labor force rather than the influence of political Islam. British colonization is also negatively associated with female literacy rate, but to a more modest degree. The level of Shari’a incorporation seems to consistently predict institutionalization of gender equality, with the exception of female labor force participation; however, some of the rival hypotheses find support as well although not as consistently. While being an Arab state seems to play a negative role in female labor force participation, it has a positive effect upon female literacy. This is a surprising finding because seemingly the same causal logic would explain the link between being Arab and gender equality in both education and work. However, specific cultural traditions may shed light on why women’s work but not education is negatively effected by Arab culture. For example, anecdotally I can suggest that while education for women is highly valued and seen as a privilege, working is considered a sign of socioeconomic Rahman 16 inferiority because it assumes financial need. There may be culturally specific norms which clarify this seemingly counterintuitive dual effect of Arab culture. Rentier states are more likely to have higher female literacy rates, approximately 22% greater than a state without an oil-based economy, adjusting for all other factors. This seemingly contradicts the argument of rentier state scholars such as Ross who argue that growth by resource extraction is at the heart of gender inequality in the region. However, the positive relationship is limited to literacy rates only, which may suggest that education specifically may be part of the generous welfare benefit packages that these states provide to their citizenry to alleviate demand for democracy. This then would not fully contradict the logic of his argument. Also contradictory to expectation, former Soviet successor states are estimated to have a 28.57% higher literacy rate than their non-soviet counterpart. While much of the literature argues that former Soviet and communist institutions hamper liberal democratic values, the rights of women may be an exception to this since both women and men were expected to serve an equal function in communist society. Conclusion This paper was motivated by the deficient empirical attention given to the relationship between state endorsement of political Islam and democracy. Defining state endorsement of political Islam as the inclusion of Shari’a based laws in the legal code, a series of conventional measures of gender equality were modeled as a function of Shari’a. In three of the four models, states with greater levels of inclusion of Shari’a based laws in their family code were estimated to have substantially lower levels of institutionalized gender equality. 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