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*Department of Foreign Languages, “Mihai Viteazul” National Intelligence Academy, Bucharest, Romania,
** Centre for Studies in International Politics and Governance, School of International Studies, Central University
of Gujarat, Gandhinagar, India
Abstract: The endeavour of critical theory is to endorse self-reflexive examinations of the experiences we have and
the ways in which we make sense of ourselves, our cultures, and the world. Critical theory refuses to identify
freedom with any fixed forms of thought or institutional arrangements. It focuses scrutiny on the effects of power on
the differential ability of actors to control their own circumstances. The theory goes beyond that theoretical
contribution to provide momentum for realistic political action in challenging, resisting, and disrupting
existing relations of power. Thinking about the theories of International Relations (IR), critical theorists also raised
questions concerning how rationalists (both neo-realists and neo-liberals) IR serve the interests of dominant elites.
Therefore we must re-imagine critical theory in international relations because it is ultimately concerned with what
is possible to know, given that the ontological status of neither the subject, nor the object of theory, can be taken for
granted. Critical theorists elucidate how international relations among states make possible (and tend to conceal)
the unfairness of a global capitalist system. They are interested in the relation between freedom and power. One
part of this paper will critically address how Karl Marx’s critique of ideology is linked with immanent critique and
how it assists us in re-imaging critical thinking in conjunction with international relations in the contemporary era.
Further, the paper will critically analyze how Jurgen Habermas and critical theory stand explicitly in the line of
development, reaction and counter-reaction to the philosophy of Hegel and Karl Marx.
1. WHY CRITICAL THEORY theorists and their ideas concerning social change,
conflict and identity. Besides this, there was also
The genesis of the Frankfurt School emerged the imprint of classical Greek thought on
in the 1920s and early 1930s, during an era of democracy and autonomy to be considered, as well
extremely complex intellectual activity in as the thoughts of Friedrich Nietzsche and Max
Germany. The school developed what is called Weber. The notions of dialectics, domination,
critical theory (what makes it critical is self- exploitation, legitimating and contradiction are
awareness as a theory), and reflected a synthesis of central in the arsenal of critical theory. When Karl
various traditions of modern theories including Marx argued that philosophers have only
historical materialism, German idealism, interpreted the world: the point is to alter it, this,
psychoanalysis and modernism. Critical theorists in a nutshell, is the commitment to emancipatory
are influenced intellectually by Karl Marx; many social science that is defended by the Frankfurt school.
critical theorists drew from his analysis of human What all critical theorists have in common is
inequality and his normative goal of eliminating that they share a concern with emancipatory
exploitation. Critical theorists were deeply politics-bringing about fundamental changes for
influenced by Marx’s argument that the least advantaged groups within societies by
removing hierarchical social structures. The school
men make their history, but they do make it just as constitutes one of the major intellectual traditions
they please; they do not make it under
of the 20th century and has been centrally
circumstances chosen by themselves, but under
circumstances directly encountered, given, and important for political theory, philosophy, literary
transmitted from the past (apud Linklater, 1990:22). criticism, aesthetics, history of art and ideas, media
studies, sociology, cultural studies and
The initial group of theorists continues to international relations. It is still an imperative
exercise important influence on modern-day philosophical and political perspective which
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Ecaterina PATRASCU, Zahoor Ahmad WANI
(1971), Lukacs and Gramsci (1971) that critical 1987). If critical social theory offers us a logical
theory obtained a renewed strength and in which opportunity for comprehending social alteration,
the term critical theory came to be used as the then the term dialectics can be seen as the medium
emblem of a philosophy which questions modern for strategy in our understanding, along this
social and political life through a method of chance. In modern social critical theory, dialectics
‘immanent critique’. It provides a comprehensive serves as a scientific and holistic method of
and extensive critique of many of the main analysis (Roach, 2008). This method is more
concerns that one might encounter in the inspired by and derived from the writings of Kant,
contemporary era. The concept of ‘immanent Hegel, Marx and recently Habermas.
critique’ refers to the method of critiquing a
concept, theory or situation by critically evaluating 2. FROM CRITICAL THEORY TO
it on its own terms, highlighting the contradictions CRITICAL IR THEORY
inherent within it. The method immanent critique
is seen as a tool of enlightenment, is used to International Relations as an academic
critique enlightenment itself and illustrate that discipline has moved through a series of debates. It
“social freedom is inseparable from enlightened is the study of the origins and consequences (both
thought” but that enlightenment simultaneously normative and empirical) of a world divided
surrounds the seed of its own problem among states. It is a very broad discipline,
(Horkheimer, Adorno, 1972:xiii). including a multiplicity of sub-fields such as
Critique refers to a type of theory first comparative politics, foreign policy analysis,
developed by Marx. The critique of ideology by historical sociology, international political
Marx is linked with immanent critique. The notion economy and history, strategic studies and military
that is most important is to judge societies by the affairs, ethics, and international political theory. It
terms they use to defend themselves. The main has been undergoing constant changes and
alternative is to criticise society by appealing to modifications. Many of the conceptual
moral standards that are said to be inherent in the contributions of critical theory perspective have
human reason or human nature. Marx had himself received critical attention in IR theory debates and
learned from Kant and Hegel. It seeks not to refute these are still ongoing.
other theories, but to establish the limits of their Since the 1980s, critical theory has been
validity, by depicting that they unwittingly reflect a present within international relations. The major
social reality which is itself a distorted and reason for the emergence of a critical-theoretical
estranged and impoverished version of what it approach to world politics is only one
could become. Traditional theory presupposes a manifestation of the emergent salience of Marxism
contemplative stance vis-a-vis an autonomous, pre- in the study of international relations. The recent
given reality which it can interpret, not transform. critical turn in international theory has been
On the other hand, Marxist theory styles itself as profoundly influenced by the Frankfurt School’s
the understanding of reality which is also the critique of mainstream sociology. Its significance
necessary of self-consciousness of an element in is illustrated by Cox’s distinction between
that reality working toward its transformation. In ‘problem-solving’ and ‘critical’ theories of
technical terms, at the heart of the theory was the international relations (Linklater, 1990). The
aspect of subjectivity i.e., ‘social change conceived earlier proponents of critical IR theory were
as the potential act of identifiable human agents’ mainly concerned to rebut the major argument of
conscious of their historical mission to liberate all realism (Linklater, 2007). There are four general
of society from the thrall of class domination positions that could claim to be examples of
(Leiss, 1974). critical theory in the context of international
Critical theory is also a dialectical thinking. relations. First, there is neo-Gramscian work on
The concern with empiricism and positivism is that global political economy and international politics,
they have the capability or ability to describe but most notably exemplified by the work of Robert
not understand. The difficulty with interpretative W. Cox. Second, there is normative and
social sciences is that these disciplines have the explanatory theory, such as that of Andrew
competence to comprehend but not to critique the Linklater, which draws on the work of the
limits or boundaries of understanding. It is this Frankfurt School and of Jurgen Habermas in
dialectical movement which gives rise to the need particular. Third, there is postmodernist work, such
for critical theory to shift the bases of both as that of Richard Ashley (1988), R. B. J. Walker
empirical and interpretative knowledge (Hoffman, (1993), Ashley and Walker (1990), James Der
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Ecaterina PATRASCU, Zahoor Ahmad WANI
Derian (1987), Der Derian and Shapiro (1989) – critical theory and saw this as providing the basis
that draws on a range of postmodernist and for an attack on the epistemological foundations of
poststructuralist philosophers, of which Jacques the discipline (Roach, 2008).
Derrida and Michel Foucault are the most notable. Critical theory is a Para-Marxist movement. It
Fourth, there is the feminist work, such as that of refers to a set of Marxists-inspired critical analyses
Jean Elshtain (1987), Cynthia Enloe (1990), of international theory and practice. Critical
Christine Sylvester (1994), Rebecca Grant and international theory observes an intimate
Kathleen Newland (1991), and Ann Tickner (1992) connection between cognitive processes and social
which draws on a very wide range of traditions life. It rejects the positivists’ distinction between
(including Marxism, the Frankfurt School, and fact and value, subject and object dichotomy.
postmodernism). All these diverse perceptions are There is ongoing a gap in critical IR studies
of the same motto since they are involved with the between the tradition of critical theory and critical
critical aspect. They share certain features that IR theory and to encourage IR scholars,
have particular theoretical and practical practitioners and students to see a global realm as a
consequences (see also Hutchings, 2001). new context for applying and engaging dialectic to
The mainstream IR scholarship remains understand social change (ibid). The theory might
essentially conservative, connected with the be distinguished from a “traditional” theory
maintenance of state power. Critical IR seeks according to an explicit practical purpose: a theory
explicitly to expose the historical structures of is critical to the extent that it seeks human
international power and develop knowledge that emancipation, “to liberate human beings from the
might contribute to the progressive and circumstances that enslave them” (Horkheimer,
emancipatory transformation of world order 1972:244). It has resided primarily in the space of
(Jones, 2001). The theory is best understood as a criticism and scrutinises, rather than facilitating a
constellation of different approaches rather than an journey through the realms of concrete imagination
approach, all seeking to illuminate the question of and utopia (Torres, 1999: 688).
emancipation in world politics (Ibid). It is a kind of Mark Hoffman’s essay, Critical Theory and
theory that allows comprehending ‘how social the Inter-paradigm Debate (1987), signifies one of
structures come into being and how they may be the first efforts to locate critical theory in the IR
changed’. In this sense, it is a type of theory for domain. His major argument is that critical theory
those who are concerned with the alteration of the remains limited in some respects, while it
society, as it is largely including those whose represents an emerging paradigm of IR theory.
ambitions and interests are not served by global After Hoffman, Andrew Linklater, in his essay The
structures as they are – the excluded, the powerless Question of the Next Stage in International
and the unheard (Murphy, 2001: 70-71). For critical Relations Theory (1992) argued that the
IR theory, as Richard Devetak has recently noted, emancipatory assignment needed to be situated
within IR theory, or structured in terms of the
emancipation can be understood as the immanent modes of inclusion and exclusion in
establishment of a community which allows and
international relations. His questions of inclusion
protects the development of universal autonomy...
The question [thus] arises as to how...to reconstruct and exclusion are central to IR. He advocates a
world politics so as to extend to the entire species a kind of community of human kind (Griffiths, O’
rational, just and democratic organization of politics Callaghan, 2002:60). Linklater is the most incisive
(Devetak, 1996:169). critical IR theorist inscription in the tradition of the
‘Frankfurt School’. Linklater’s work has much in
The development of critical theory within IR common with Robert Cox’s. In one of his seminal
has had two sources, internal and external. book Beyond Realism and Marxism, Linklater
Internally, the development of critical theory was argues that analysis in international relations that is
driven by a reaction to the re-articulation of restricted to interstate relations fails to recognize
realism in Keneth Waltz’s seminal contribution the role of sub-and trans-state political and
Theory of International Politics (1979). As economic forces in conditioning the possibilities of
externally, there was the expansion of critical international politics (Linklater, 1990:1-7). Like
theory perspectives independent of the theoretical Cox again, Linklater seeks to bring history into the
developments within international relations that ahistorical assumptions of traditional international
were then used to critique neo-realism from a relations theory and to challenge the claim to
“point already arrived at”, with Cox being the best impartiality in its methodological and theoretical
example. Both drew from the development of framework. However, in Linklater’s case there is a
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DISCOURSE OF CRITICAL THEORY IN THE CONTEXT OF INTERNATIONAL RELATIONS
specific alternative of the challenge to the Thinking about theories of IR, a critical theorist
fact/value and politics/morality differences that are might also raise questions concerning how
constitutive of classical idealism and realism. rationalists (both neo-realists and neo-liberals) IR
Whereas Cox works with the notion of hegemonic serves the interests of dominant elites. These two
and counter hegemonic discourses, Linklater draws provide salient insights regarding the relationship
on Habermas’s discourse ethics and theory of of power to international institutions and the role
historical development to identify the potential of institutions, particularly regimes, have in
modern states to transcend the major reason of the overcoming political market failures. The theory is
state system reflected by realism (Linklater, attacked by both right and left, as well as
1990:163-164; 1992:35-36). positivists. Critical IR theorists, working out of the
He formulates three modes of critical IR IR discipline, also stress the idea of evolving
theory: normative, sociological and praxeological. justice. As Max Neufeld in his seminal work The
The normative and sociological domains, for Restructuring of International Relations Theory
instance, refer to the individuals, groups, and (1995) argues, formulating a critical IR theory
states, shared moral commitments to international requires a self-reflexive normative theory to move
justice and freedom, and to the historical and social beyond positivism and postmodernist relativism.
structures of the international system, respectively. A fundamental way in which existing critical
The third domain, praxeological, refers to human theory re-opens assumptions that have grounded
governance, and how actions of individuals are our political thought has been by questioning the
being directed towards the cosmopolitan ideals of starting point of thinking politically. One of the
justice, freedom, and equality (Linklater, 2007). traditional questions of politics has been how we
Central to these three modes is the idea that open- can live together, or in other words, how
ended dialogue between and among citizens individuals with a range of backgrounds, beliefs
validates the chances for reasoned harmony at the and interests can or do co-exist, peacefully or
global level (Roach, 2010:80). In brief, he outlined otherwise. What forms of organisation,
that critical theory has four main achievements. institutional or social, promote what forms of co-
These are as follows: existence? (Edkins, Vaughan-Williams, 2009:2).
Political theorists are paying growing attention to
a) Critical international theory takes concerns with international politics. Specifically, some scholars
the methodology of ‘positivism’ (as critical
working on what they call ‘deliberative
theorists of all stripes tend to refer to the
supposedly logical mainstream of IR theory). democracy’ have sought to use Habermas’ ideas of
b) It contests the idea that the existing structures a public sphere and discourse ethics to show how
of the social world are immutable and world politics could be more democratic and
‘examines the prospects for greater freedom deliberative (Dryzek, 2000; Bohman, 2007).
immanent within existing social relations’. Critical theory must re-imagine in international
c) It ascertains from and overcomes the flaws relations because it is ultimately concerned with
intrinsic in Marxism by emphasising forms of what is possible to know, given that the ontological
social learning (drawing on Habermas’ recon- status of neither the subject nor the object of theory
structtion of historical materialism) and can be taken for granted. Habermas (and those
opening up new possibilities for constructing an
scholars in international relations who have been
‘historical sociology with an emancipatory purpose’.
d) Linklater suggests that critical theory, “judges inspired by him) aims for progression towards the
social arrangements by their capacity to realisation of human potential by trying to find a
embrace open dialogue with all others and way to overcome differences through rational
envisages new forms of political community consensus based on rational argument.
which break with unjustified exclusion (…).
Critical theory (…) envisages the use of an 3. JURGEN HABERMAS AND THE
unconstrained discourse to determine the moral GROUNDING OF CRITICAL THEORY
significance of national boundaries and to
examine the possibility of post-sovereign forms Jurgen Habermas, German philosopher and
of national life (1996: 279-80, 2007: 45-46) sociologist, has had a wide and significant impact
The theory maintains with the faith of the on the understanding of social change and social
project of enlightenment and ‘defends its conflict. He is regarded as the leading ‘second
universalism by advancing the ideal of open generation’ critical theorist. He provides what has
discourse not only between fellow citizens but often been seen as the theoretically “strongest”
between all members of the human race’ attempt to inquire into the relations of critical
(Roach, 2010:59).
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Ecaterina PATRASCU, Zahoor Ahmad WANI
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DISCOURSE OF CRITICAL THEORY IN THE CONTEXT OF INTERNATIONAL RELATIONS
reason that is before reason’, which is ultimately status, for which Habermas coined the rather
self-defeating (1987:116; 1981: 382) cumbersome phrase empirically falsifiable
b) This ‘totalising critique is a performative philosophy of history with practical intent.
contradiction’, which is both unappreciative of the Marxism was neither an explanatory theory in the
rational content of cultural modernity and an aes- usual scientific sense, nor pure philosophical
theticization of criticism itself (Habermas, 1987: 119). speculation, but something rather in between the
c) The normative content of modernity goes two (see also Dews, 1999). Habermas’ relationship
unappreciated; Horkheimer and Adorno fail to to Marxism may perhaps best be described as one
provide at least one rational criterion intact for of the constructive critique. It embodies a qualified
their explanation. The failure to do so leads to acceptance of historical materialism and the project
nowhere. Habermas notes that at this level of of human emancipation (Outhwaite, 2009: 16). The
reflection ideology critique slides off into the major difference between Marx and himself, as
groundless and the distinction between theory and Habermas views, centres on the “steering problem”
practice is eschewed (1987:128). of advanced capitalism (Habermas, 1971: 2).
He has consistently defended the projection of Moving beyond what he sees to be the failures
modernity and enlightenment tradition. His central in Kant, Hegel, and Marx, Habermas hopes to
claim was to the development of critical recover from the legacy of the enlightenment the
philosophy as social theory, achieved through a abandoned phases of reflection and thus revitalise
vigorous self-reflective account of the social the ideals found in the bourgeois emphasis on
character of all knowledge (Habermas, 1998). freedom, justice, and reason. The project can only
Habermas argues that the critical theory of society be realised, Habermas claims, through the
prompts critical reflection that exemplifies the articulation of a comprehensive social theory
relation between the anthropological interests of (Habermas 1998:78). Habermas draws two forms
human beings and epistemological claims in the of investigation that are provisionally paradigmatic
domains of technical knowledge (objectivity) and for emancipatory fields of inquiry: psychoanalysis
practical knowledge (politics and ethics) (see also and the critique of ideology. The former deals with
MacKendrick, 2008:44). intra-psychic disturbances brought on by
Jurgen Habermas (1965) in his inaugural deformations in socialization and individuation
address, Knowledge and Human Interests, initiated from within, while the latter deals with structural
a radical critique of knowledge, a project that was and institutional bases of power affecting
intended to have extensive implications for communicative patterns from without. In On the
epistemology (theory of knowledge). Arguing that Logic of the Social Sciences and Knowledge and
social sciences and sciences have become Human Interests psychoanalysis is read as a theory
estranged from their legitimate tasks, he attempts of linguistic analysis and as a radical version of the
to situate questions of epistemology within the Marxian concept of ideology critique (McCarthy,
realm of genuine human interests. The concept of 1978:56). According to Habermas, psychoanalysis
knowledge free from human interests, Habermas is an exemplary discipline for critical theory
argues, is an ideological residue of idealism, because Freud was able to notice, scrutinize, and
privileging an instrumental attitude toward all correct distortions in the linguistic medium;
things at the expense of practical concerns and dreams provide an example of such distortions. For
desires. He can be placed definitely within the Habermas, psychoanalytic discourse promotes the
critical theory tradition. A core objective of his fruitful union of both kinds of inquiry in the form
work over the years has been to reconstruct of emancipatory praxis, the unity of theory and
historical materialism in order to reflect more practice in self-reflection.
accurately the concerns of the present day and the
shifting sands of western politics and economics 5. HABERMAS’ CONTRIBUTION IN
(Rockmore, 1989). For Habermas, Marxism CRITICAL IR THEORY
provides complementary contribution toward a
paradigm for a critical theory of society. He Habermas has said very little directly about
challenged all those who regarded Marxism as an international relations and world politics.
objective, scientific theory of history. For him, Habermas describes the development of a “global
Marxism is a hypothesis based on the evidence of public sphere” and the gradual development of
history concerning ourselves, human beings as the human rights and international law as a
potential makers of history. This meant that “cosmopolitan transformation of the state of nature
Marxism was a theory with a distinctive cognitive among states into a legal order” (Habermas, 1998:
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Ecaterina PATRASCU, Zahoor Ahmad WANI
149). Diez and Steans (2005) argue that Habermas ideology. It can be seen as a retreat from
and other critical and post-structural theorists have revolutionary politics and from the field of
been influential in the post-positivist turn in political action, which attempts to build on Marx’s
international relations theory. critique but with a different strategy. William
Habermas developed his hermeneutical Leiss (1974) rightly argued that critical theory was
dialectic (inter-subjective interaction or conceived as an element in the ongoing self-
communication action) and emphasized the clarification of Marxist theory and practice. It
intimate connection between knowledge and contributed profoundly to the study of IR. One of
interests which is more influential in the these contributions has been to heighten our
contemporary era. It was Habermas who has been awareness of the link between politics and
particularly influenced by students of IR. The knowledge. It raises questions concerning the
theory provides us with a holistic deliberation social construction of knowledge and is attacked
approach to studying state authoritarianism, one by both right and left as well as positivists.
which is comprised of the following four basic Another contribution made by critical theory is to
tenets. rethink accounts of the modern state and political
a) It addresses the reflexive aspect of an community. It remains both applicable and
individual’s theory/ideas, or the inherent link relevant to understanding the intricate
between one’s actions and values as well as communication of practices, identities and insti-
ideological orientation. It opposes positivism, or tutions at both the domestic and international levels.
the employment of deductive, inductive and
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