Study Notes on Transitions to Democracy in Southern Europe and Beyond
Transitions to Democracy
Southern Europe: Democratizing in the 1970s
Unexpected Contrast: A worldwide trend appeared to favor authoritarian regimes, marked by democratic breakdowns in Africa and Latin America. Some theorists argued that stable democracies were a luxury.
Surprising Outcomes in Southern Europe: Democratic transitions were rapid in Spain, Portugal, and Greece, marking a significant deviation from the trend of authoritarianism.
Quick Democratic Transitions: These countries transitioned to democracy more swiftly than expected.
Quick Consolidation: The new democracies consolidated quickly.
Economic Recovery: Following these transitions, economic systems were stabilized, contrasting with most authoritarian breakdowns.
Transitions & Consolidation
Transition: It starts with the breakdown of an authoritarian regime and concludes with the establishment of a democratic regime.
Consolidation: The process by which substantial public support grows for, and compliance with, the new democratic institutions and the established "rules of the game."
Authoritarian Regimes in Southern Europe
Comparison to Eastern Europe: Southern Europe’s dictatorships varied significantly from those in Eastern Europe, which saw the communist party maintain control regardless of leadership changes.
Types of Regimes:
Spain & Portugal: Right-wing dictators, raised through military coups, led each country; their governments were less institutionalized compared to their Eastern European counterparts, being more reliant on a strong president.
Greece: Experienced a military dictatorship.
Spain and Franco
Failures of Democracy: Prior to Franco, democracy did not succeed in the inter-war years, as leftist parties formed a popular front in the 1930s.
Coup d'état: The military’s response was to orchestrate a coup led by General Francisco Franco.
Spanish Civil War (1936-1939):
Casualties: Approximately 270,000 dead.
Aftermath: Post-war, around 28,000 were executed and about 400,000 jailed.
Economic Consequences: The civil war severely harmed the economy, complicated by WWII, leading to an additional 200,000 deaths from disease and malnutrition between 1940-1944.
Neutral in WWII: While technically neutral during WWII, Franco sympathized with fascist regimes.
Spain and Franco after WWII
Isolation Period: Initially isolated from international organizations like the UN (1946-1953) and excluded from the Marshall Plan and NATO.
Economic Policies: Franco’s economic incompetence forced him to accept new advisors in the 1950s, leading to economic alignment with the US for anti-Communist reasons.
Economic Improvement: The economy grew from 1960 until the oil crisis of 1973, following which workers protested through strikes.
ETA Operations: The Basque terrorist group ETA began targeting officials and police for assassination, destabilizing the regime.
Health and Succession: Franco’s deteriorating health led him to designate Juan Carlos as his successor in 1969.
The End of Francoism
Franco's Death: Franco died in 1975.
Juan Carlos’s Role: Juan Carlos assumed leadership, appointing centrist Suarez as the head of government.
Electoral Reforms: Suarez enacted a new electoral law establishing universal suffrage, promising national elections quickly, and legalizing political parties, including communists.
Political Pardons: Political prisoners were pardoned, enabling a democratic atmosphere.
1977 Elections: A coalition led by Suarez gained a majority, culminating in a new constitution in 1978.
Military Response: Discontent within military and former regime leaders instigated coup attempts in 1978 and 1981, both of which were quelled by Juan Carlos.
The Consolidation of Democracy in Spain
Decentralization: A significant decentralization initiated regional autonomy movements, important for acknowledging regional and cultural differences.
Devolution: Power devolved more successfully to the Catalonia region compared to Basque.
1982 Elections: A socialist party won for the first time since the 1930s, achieving a peaceful transfer of power.
International Integration: Spain joined NATO in 1982 and the European Community in 1986, benefiting from substantial development aid, leading to economic integration and exports growth.
Transformation: In less than a generation, Spain transitioned from an aging autocracy to a stable democracy.
Portugal and Salazar
Initial Context: Portugal underwent a troubled democracy in the interwar period, culminating in a military coup in 1926.
Salazar's Rise: Antonio Salazar became finance minister in 1928 and Prime Minister in 1932, maintaining power until 1968.
Portugal and Salazar
Isolationist Policies:
Salazar emphasized political and economic isolation.
Portugal was neutral during WWII and joined NATO post-war, receiving Marshall Plan assistance based on an anti-communism stance.
Portugal and Colonialism
Economic Dependency on Colonies: Portugal relied on its colonies for economic income, particularly cash crops from Mozambique and Angola, leading to forced labor and subsequent famines.
Colonial Wars: Rebellions in colonies (1961-1963) met with brutal military responses from Salazar.
US Support: Salazar framed colonial rebellion as "terrorism" and received US backing during these conflicts.
Socioeconomic Impact: Economic pressures forced Salazar to liberalize policies, with one million Portuguese departing for work abroad during the 1960s.
The End of Salazar’s Regime
1974 Coup: Following Salazar's incapacitation in 1968, a military coup led by junior officers occurred in 1974.
General Spinola: Appointed president by the new coup leaders, he initiated liberalization measures, including allowing trade unions and nationalizing industries.
Colonial Independence: Gonçalves’s regime supported the independence of Guinea-Bissau, Mozambique, and Angola.
Counter-Coup and Further Liberalization: Spinola’s counter-coup failed; radical factions continued to nationalize belongings, leading to economic challenges, especially as former elites fled.
1975 Elections: Political turmoil persisted with moderate and socialist factions vying for control; notable elections resulted in a socialist prime minister.
Post-Colonial Economic Crisis: Portugal faced a massive refugee influx from former colonies, economic uncertainty, and the impacts of the oil crisis, prompting US backing for the socialist government.
Greece
WWII Context: Greece was invaded by Italy in 1939 and then by Germany in 1941, leading to the establishment of a collaborationist government after King fled.
Occupation and Resistance: Under harsh occupation, both communist and non-communist resistance movements arose, leading to tensions and the eventual civil war post-liberation.
Civil War Dynamics: British support of anti-communism triggered a violent civil war.
Right-wing Governments: Following elections in 1946, right-wing parties regained power amidst lingering tensions from the civil war.
Greece Post-War Landscape
US Involvement: The Truman Doctrine defined US support essential to control the Greek civil war by providing substantial aid, thus aiding in victory over the rebels.
Political Stability Issues: By the mid-1960s, political development remained sluggish, further complicated by challenges from Cypriot terrorist factions.
Political Unrest: The resignation of moderate government leader Georgios Papandreou in 1965 led to chaos.
Military Coup: Junior officers overthrew the civilian government just before a scheduled election in 1967, claiming a ‘communist threat’ necessitated their actions.
Military Dictatorship in Greece
Authoritarian Regime: Political parties were eradicated, and the monarchy was abolished by the military regime led by Colonel Papadopoulos.
Repression: The regime employed the KYP for the systematic arrest of leftist sympathizers and utilized torture.
Western Response: Despite the barbarity, Greece remained in NATO, and US aid persisted.
Resistance: Open resistance remained limited due to fears of violent reprisal, although notable protests occurred, such as the student uprising at Athens Polytechnic in 1973.
The Collapse of the Military Junta
Internal Divisions: New leadership emerged from within the military opposed to Papadopoulos's methods.
Cyprus Crisis: Attempts to invade Cyprus resulted in a significant Turkish Counter-Invasion, further destabilizing the regime.
Re-establishing Democracy:
After the junta’s collapse, conservative civilian government took measures to transition back to democratic governance, releasing political prisoners and amnestying many political offenses.
Parliamentary elections in November 1974 led to leftist party success.
Greece joined the European Community in 1981.
Democratic Consolidation in Southern Europe
Moderation in Transition Process: The moderation observed in the transitional processes of Southern Europe facilitated rapid consolidation.
Spanish Example: The 'Pact of Forgetting' reflected collective acknowledgment of past atrocities without retribution.
Economic Integration: European Community membership played an important role in mitigating economic problems faced by newly democratic governments.
The Collapse of Communism in Eastern Europe (1989-1991)
Gorbachev's Tenure: Mikhail Gorbachev rose to powers as General Secretary, facing significant challenges including an ongoing economic crisis and Afghanistan involvement.
Key Policies:
Perestroika (Restructuring): aimed at economic liberalization.
Glasnost (Openness): aimed at introducing political freedom and reform.
Hungary (1989)
Economic Reforms and Political Shifts: Economic crises led to demands for reform, resulting in partially contested elections and the emergence of a new leadership in 1988 aimed at liberalizing the political landscape.
Party Rebranding: The communist party rebranded to the socialist party as multiparty elections were anticipated for 1990.
Poland (1989)
Political Reforms: Limited reforms aimed at increasing legitimacy were implemented, though structural economic issues persisted.
Round Table Talks: Government officials, Solidarity leaders, and intellectuals convened, resulting in Solidarity’s legalization and scheduling of nationwide elections.
Election Outcome: Solidarity won significant seats, leading to the election of the first non-Communist Prime Minister of Eastern Europe in 40 years.
Turning Points
Revolutionary Events: Events such as the Tiananmen Square protests in China highlighted the ability of Communist regimes to respond with violence, suggesting the fragility of Eastern European support.
East Germany (1989): Relative prosperity and lack of political challenge were disrupted by citizen travel for asylum opportunities.
Protests: Growth of the New Forum, campaigning for socialism reform, became a driver of anti-regime actions leading to the end of Honecker.
Czechoslovakia’s ‘Velvet Revolution’
Civic Forum Formation: Formed by Václav Havel, mobilized for a general strike that led to the ousting of long-term President Husak and Havel’s election as president.
Romania (1989)
Protests: Not a peaceful transfer; Ceaușescu ordered violence against protesters, resulting in his eventual capture and execution following attempts to flee.
Subsequent Leadership: Former Communist officials took control through a palace coup following Ceaușescu’s fall.
The German Question: Revisited
Unification Negotiations: Tensions surrounded the future of a unified Germany, with Krenz looking to reform the GDR and Kohl advocating for unification.
Elections Outcome: First free elections in East Germany produced overwhelming CDU support, which set the groundwork for unification.
The End of the USSR
Dissolution Triggers: Movements for independence by Soviet republics intensified after Eastern Europe escaped communist control.
Independence Movements: Lithuania, Ukraine, and other states declared independence leading to Gorbachev’s challenges.
Failed Coup: Attempted hardliner coup in August 1991 further destabilized Gorbachev’s governance leading to eventual dissolution of the USSR in December 1991.
Theoretical Approaches to the Collapse of Communism
Kuran’s Tipping Model: Explores preference falsification and the dynamics behind revolutions, especially the surprising nature of the collapse.
Key Questions on the Collapse**:
Inquires why communism fell in the unexpected ways it did.
Preference Falsification Model
Individual Choices: Individuals weigh whether to publicly support or oppose the regime, which could affect overall revolutionary outcomes.
Revolutionary Threshold:
Each person has a threshold for when they will publicly oppose; factors like government uprisings can lower that threshold.
Societal Examples and Dynamics
Illustrative Societies (A, B, C): Analyze how different distributions of revolutionary thresholds across various societies lead to either successful revolutions or failure to mobilize.
Predictability of Revolutions
The unobservability of private preferences highlights that often latent revolutionary sentiments exist undetected until bundled into large movements due to changing circumstances or perceptions.
Conclusion: Understanding Eastern European Revolutions
Surprise of Regime Collapse: Preference falsification indicated that many regimes were more vulnerable than perceived, due to failing conditions that shifted revolutionary thresholds over time.