Introduction
Marxism originated from the combined
intellectual work of Karl Marx and Friedrich Engels. Their friendship and
shared political concerns led to a theory called historical materialism, which
explains society through material forces rather than abstract ideas. Marx was
trained in law and wrote extensively on politics, while Engels observed the
harsh conditions of industrial capitalism in Manchester. Their collaborative
text The Communist Manifesto (1848) called for revolutionary change and
became a central document of Marxism. The movement rejected idealism and argued
that economic structures shape social life, and any true transformation must
include revolutionary practice rather than mere theory.
Aim
of Marxism
The aim of Marxism is to establish a
classless society in which the means of production are commonly owned. Marx
believed that capitalism creates inequality because private ownership allows a
small class to control land, factories, and capital, while the majority are
forced to sell their labour. Marxism seeks to abolish this division by
replacing capitalism with a communal system where production benefits everyone.
This transition is expected to culminate in communism, where exploitation and
oppression disappear and the state gradually “withers away.” The shift from
capitalism to communism is driven by the revolutionary action of the
proletariat, who overthrow the ruling class and create a new social order.
Class
Struggle
Class struggle is the central motor of
history in Marxism. According to Marx, historical progress does not occur
peacefully, but through conflict between classes competing for power and
resources. In capitalism, this struggle appears between the bourgeoisie, who
own the means of production, and the proletariat, who labour for wages. Profit
is created by extracting surplus value from workers, since the value they
produce is greater than the wages they receive. This imbalance drives economic
and political change. Marx argued that as exploitation intensifies, workers
will develop class consciousness and eventually overthrow capitalism. Class
struggle therefore explains the movement from feudalism to capitalism and
ultimately toward communism.
Alienation
Alienation is a key concept in Marxism.
Industrial labour separates workers from what they produce, from the act of
production, from other workers, and finally from their own human nature. Work
becomes repetitive and mechanical, and labour is reduced to a commodity that
can be bought and sold. Capitalism denies workers their creative potential,
causing a loss of “species-being,” the essential human capacity for
self-expression and creativity. Alienation is not a psychological condition but
a structural result of capitalism, where the worker becomes an object in the
system rather than an autonomous human being.
Base
and Superstructure
Marxism describes society through the
relationship between base and superstructure. The base consists of the economic
foundation: labour, technology, production, and distribution. The
superstructure includes law, politics, religion, culture, and literature. The
base shapes the superstructure, a relationship known as economic determinism.
Cultural institutions reflect the interests of the ruling class, whose control
extends to the means of mental production. What appears as “common sense” is
often ideology that supports existing power. Literature participates in this
system by either reinforcing dominant beliefs or exposing contradictions. The
superstructure is not passive, for it can also resist or challenge economic
forces, but it remains deeply connected to the economic base.
Marxist
Literary Criticism
Marx and Engels did not produce a strict
literary method, yet their ideas strongly influenced literary studies. Marxist
criticism examines literature as part of the social process, asking how texts
reveal ideology, class relations, and power. Literature is seen as socially
symbolic rather than purely aesthetic. Narrative, characterisation, and imagery
may reveal class conflict even when the text does not speak directly about
politics. Literature may expose the contradictions of society more clearly than
ordinary speech, and it can show unresolved conflicts or hidden structures of
power. Marxist critics therefore look at how literature contributes to shaping
consciousness while reflecting material conditions.
Leninism
and Socialist Realism
A later development of Marxist criticism
came through Lenin, who insisted that literature must serve the working class.
Under Soviet rule, literature was expected to follow Socialist Realism, a style
that presented loyal workers, optimism, and progress. Bourgeois or experimental
writing was rejected as decadent. Writers were controlled by state
institutions, and literature became an instrument of propaganda. Yet some
authors resisted and revealed conflict, suffering, and complexity, showing that
literature could still expose social truth. Socialist Realism required clarity,
optimism, and commitment to the Party, reducing artistic freedom but
emphasising the importance of ideological unity.
Engelsian
Criticism and Reflection
Another direction came from Engels, who
believed that literature did not need to supply direct political statements.
True art reflects life truthfully and reveals the contradictions of its time.
Engels valued “typical characters in typical situations,” where social reality
appears naturally. Literature may criticise society indirectly through story,
setting, and character, without slogans. This view rejects crude propaganda and
recognises that imaginative freedom is compatible with political insight.
Formalism
and Marxism
The Russian Formalists concentrated on
form, structure, and language. They explored how literature uses devices such
as defamiliarisation to make ordinary things appear strange. Marxists
criticised formalism for ignoring social content, arguing that literary forms
arise from historical conditions. Eventually, critics combined both positions,
recognising that form itself can express social forces. Literary technique and
ideology are therefore connected, and the analysis of form becomes part of
Marxist criticism.
Althusser:
Ideology and Apparatus
Louis Althusser renewed Marxist theory by
arguing that ideology is a lived reality. It shapes how people think and
behave, appearing natural and unquestioned. Althusser identified two kinds of
apparatus: the Repressive State Apparatus, including army, police, and courts,
which maintain order through force; and the Ideological State Apparatus,
including schools, family, religion, media, and culture, which maintain
consent. People recognise themselves within ideology through interpellation,
becoming subjects of the system. Literature becomes part of this process,
either repeating dominant values or exposing contradictions.
Gramsci
and Hegemony
Antonio Gramsci expanded Marxism further
by explaining hegemony, a system in which the ruling class maintains
power through cultural leadership rather than force. Common sense, morality,
and everyday habits naturalise the existing order. This explains why
revolutions do not easily occur: people consent to the structures that oppress
them. Literature becomes a space where hegemony and resistance can be observed.
Texts may confirm dominant values or contain counter-hegemonic elements that
challenge authority.
Example:
Twelfth Night
A Marxist reading of Shakespeare’s Twelfth
Night shows how class determines happiness. Aristocratic characters such as
Orsino, Olivia, and Viola enjoy romance and resolution, while Malvolio, a
steward, is punished for trying to rise above his rank. His humiliation
restores social hierarchy and makes class boundaries appear natural. Festivity
and celebration belong only to those with status, wealth, and leisure. The play
maintains class discipline through comedy and disguises inequality beneath
laughter.
Conclusion
Marxism transformed literary criticism by
connecting literature to society, history, and power. It studies how texts
reflect class struggle, ideology, hegemony, and consent, and how they support
or resist dominant values. From Marx and Engels to Gramsci and Althusser, the
theory has remained influential because literature is never neutral. It belongs
to history and reveals the forces that shape human life.
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