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Chapter 10
Conclusion
Introduction
The development of the school subject of History in
Hong Kong cannot be explained by reference to simplistic
or deterministic notions of ‘culture’ or ‘colonialism’,
although, as has been noted in previous chapters, the
uncritical acceptance of such notions continues to
inform much public discussion of history teaching. After
summarising the main findings of the present study, this
concluding chapter therefore addresses their
implications for interpretations of the roles of
‘colonialism’, ‘culture’ and identity in the history
curriculum. The present state of the History subject
tradition is analysed, highlighting the tensions and
problems within it that remain unresolved. Many of these
tensions involve the long division between History and
Chinese History, and the poltical and cultural
assumptions which both produced that division, and have
been reinforced by it. The ‘colonial’ origins of both
history subjects are demonstrated, and it is argued that
Hong Kong’s return to China has in fact strengthened,
rather than removed, the collaborative imperative that
characterised the ‘colonial’ process of curriculum
development. Demands for ‘post-colonial’ history
410
teaching to be made more culturally ‘authentic’ are
anyway shown to be something of a red herring, since
they wrongly assume the existence of a single,
monolithic, homogenous Chinese culture. The difficulty
of promoting a critical, liberal vision of history
teaching in Hong Kong has had, it is argued, less to do
with ‘culture’ or ‘colonialism’ conceived in
essentialist terms, than with a political context that
has been and remains illiberal and undemocratic.
Summary of Findings
This summary, like Chapters 6-8, discusses the
findings of this study as they relate to the three
principal areas of enquiry outlined in Chapter 1: the
nature of and influences on the official curriculum, the
curriculum development process, and perceptions of
curriculum implementation.
1. The Official Curriculum
It has been emphasised throughout this study that
the nature of the History curriculum cannot be
understood without reference to the existence and role
of the separate subject of Chinese History. This
division, which for some has come to symbolise the
essential incommensurability of ‘Chinese’ and ‘world’
cultures, was in fact a product of the colonial politics
411
of 1950s Hong Kong, as outlined in Chapter 6. It arose
in part out of a recognition that, while most other
school subjects were taught through the medium of
English, it made little educational or political sense
to use English to teach the history of China to Chinese
students – particularly when, in contrast to the
situation in some other colonies, there was a long and
proud indigenous historiographical tradition. However,
the government was also anxious to prevent the spread in
local schools of the destabilising ideologies of
Communism and Guomindang Nationalism, and to promote
instead a sanitised version of Chineseness, quarantined
from the modern world. Classically trained, and mainly
Nationalist scholars, refugees from the turmoil on the
mainland, willingly collaborated in the production of
syllabuses, both for Chinese History and for the
Chinese-language subjects generally, that encapsulated
an idealised and homogenised vision of Chinese culture.
This separation effectively denied to the History
subject the principal function performed by school
history curricula worldwide – that of teaching students
about their national past. In the 1950s and 1960s,
History at all levels of the curriculum for the elitist
Anglo-Chinese schools provided students with a
perspective on world history which was almost entirely
European, and largely British. Some Asian, Chinese and
even Hong Kong history was included in syllabuses, but
here too the focus was primarily on the ‘discovery’ of
412
these areas by Europeans, and on the influence of
Europeans on their subsequent development. The history
of Hong Kong, though included in syllabuses, was seldom
taught, and was equated with the history of the British
administration of the territory. Hong Kong history was
widely seen as colonial history, reflecting the weakness
of any distinctive Hong Kong identity amongst the
largely refugee population.
There was therefore until about 1970 a certain
symmetry or even symbiosis about the official curriculum
for the two history subjects: Chinese History was
unapologetically sinocentric in its coverage of ancient
China, while History was almost equally Eurocentric or
Anglocentric in its approach to the more modern global
past. One subject recounted the triumph of the modern
West over everyone else, while the other salved
indigenous pride by celebrating the glories of
traditional Chinese civilization. Neither subject
encroached significantly on the territory of the other.
Official syllabuses for Chinese History were to
remain virtually unchanged until the 1990s. Language and
politics contributed to the insulation of the subject
from developments that were taking place in history
teaching outside Hong Kong. Chinese History teachers
were also able to claim a role for themselves as the
defenders of Chinese culture within a school curriculum
otherwise heavily influenced by overseas models. The
furious allegations of a colonial conspiracy to ‘erase
413
Chinese culture’, which in 1975 greeted a proposal to
include elements of Chinese history in a Cantonese-
medium Social Studies course, were sufficient to deter
the government for the next quarter of a century from
any further attempt to impose change on the Chinese
History subject.
The subject of History has, by contrast, witnessed
a series of efforts since the 1970s to reform both the
content and aims of its curriculum. These attempts at
reform reflected a feeling, on the part of some
administrators and academics, that the advent of mass
secondary education required a new justification of
history teaching in utilitarian and pedagogic terms.
There was a consciousness that History teachers would no
longer be able to rely to the same degree on a captive
audience of highly-motivated ‘elite’ students, happy to
study academic subjects geared principally to the
requirements of university entrance. Reforms to the
History curriculum therefore sought to make the content
of syllabuses more relevant to students, while at the
same time placing a new emphasis on History’s utility in
training students in transferable ‘skills’ such as the
critical analysis of evidence.
As was the case with the introduction of Social
Studies, discussed in Chapter 3, much of the inspiration
for these changes to official History syllabuses came
from developments overseas, particularly in Britain and
America. Hong Kong’s History subject owed its origins to
414
a British history-teaching tradition, and British
practice continued to be regarded as a natural point of
reference by those involved in developing the local
History curriculum. Faced with a need to re-assert the
importance of their subject in a changing educational
and social context, officials and academics responsible
for History looked to the curricular and pedagogical
innovations being attempted in Britain and America,
where mass access to secondary education had already
given rise to problems resembling some of those which
now confronted them.
At the same time – from the late 1960s and early
1970s onwards – the most obviously ‘colonial’ features
of Hong Kong’s History syllabuses began rapidly to
disappear. Coverage of British history was drastically
reduced, and the history of Hong Kong was removed almost
entirely. Syllabuses, though they remained largely
Eurocentric, began to reflect and advocate a more global
and thematic approach to history. In Chapter 6 it was
remarked that in Britain itself a triumphalist attitude
to the national past, and in particular to the history
of the Empire, was giving way, amongst many teachers of
history at any rate, to feelings of embarrassment and
guilt regarding the record of British imperialism. In
Hong Kong, meanwhile, the riots of 1966 and 1967 served
to underline the weakness of the colonial government’s
legitimacy, and gave rise over the following decade or
more to a policy of downplaying the colonial nature of
415
the administration, while fostering a sense of
identification with and commitment to Hong Kong.
However, the new taboo regarding ‘colonialism’, and the
sensitivity of Hong Kong’s relationship with mainland
China, meant that the study of Hong Kong’s history would
for many years play no part in developing a sense of
local belonging amongst secondary school students.
Official syllabuses for History thus came
increasingly to espouse liberal values of tolerance for
different points of view, and a belief in the importance
of cultivating a capacity for critical, independent
thought. These were allied to the promotion of
pedagogical techniques such as the use of role play,
discussion groups, exercises in the analysis of sources,
and project work. In this respect, Hong Kong syllabuses
were similar to British ones, and reflected the extent
to which local curriculum developers both looked to
overseas precedents when drafting syllabuses, and shared
many of the liberal attitudes of their foreign
counterparts. The realisation of this liberal vision of
history teaching in schools was constrained by many
factors – some common to Britain and America, but
others, such as those associated with teaching through a
second-language medium, more peculiar to Hong Kong.
However, besides such hindrances to implementation, the
existence of Chinese History, and the changing
relationship between Hong Kong and mainland China,
416
placed local syllabus drafters under a quite unique set
of pressures.
While the new fashion overseas for emphasising the
importance of ‘skills’ in history teaching provided
curriculum developers with a strategy for defending the
status of their subject within the local curriculum, the
need to distinguish its nature and purpose from that of
Chinese History led them to place special stress on this
as the principle raison d’etre of History. It was noted in
Chapter 3 that history syllabuses in in Britain have
continued, in addition to the new emphasis on ‘skills’,
to acknowledge the role of history teaching in providing
students with an awareness – albeit an increasingly
critical one – of their national identity. In Hong Kong,
by contrast, the subject of Chinese History existed to
supply students with an uncritical, depoliticised vision
of their national-cultural identity. In default of any
similar role for History in fostering a sense of
identity, other than a vague and rootless concept of
global citizenship, the rhetoric of official syllabuses
came to adopt what, in international terms, was a rather
extreme reliance on justification-by-‘skills’. This is
not to imply that curriculum developers’ belief in the
importance of ‘skills’ was insincere, but the
peculiarities of Hong Kong’s political situation and
education system prevented them from balancing their
emphasis on ‘skills’ with other aims.
417
In Chapters 7 and 8 it was noted that moves afoot
by the late 1980s to re-introduce local history into
History syllabuses marked a significant change in this
respect. Local history was promoted by its advocates
primarily as a means of providing more and better
opportunities for the practice of teaching and learning
methods – such as the analysis of primary sources and
project work – that curriculum developers had long been
encouraging. It was also seen as a means of introducing
students to aspects of social and economic history which
had traditionally been neglected in local syllabuses, as
in English ones. However, the decision to proceed with
the development of a Hong Kong history syllabus
coincided with the emergence of an increasingly
assertive and distinctive sense of local identity
amongst the population at large during the territory’s
transition to Chinese rule. For this very reason, the
inclusion of local history in what was generally
regarded as a ‘World History’ course, rather than in
Chinese History, outraged those who insisted that Hong
Kong had always been and forever would remain part of a
monolithic ‘Great Chinese National Family’.1
The previous two chapters have shown how the fear
of provoking controversy has had a very noticeable
impact on the character of syllabuses published over the
past decade. The extent to which the political climate
1 This phrase, a staple of PRC propaganda, appears in the excerpt from the Chinese History curriculum package on local history, quotedin the previous chapter.
418
has continued to define the parameters of acceptable
curriculum content has been particularly evident in the
treatment of topics relating to Hong Kong and mainland
China. While the most recent draft syllabus guidelines
have shown signs of a greater willingness to deal openly
with the issue of Britain’s role in Hong Kong’s
development, the relationship with mainland China, along
with all aspects of post-1949 Chinese history, is still
a minefield of political sensitivity through which
curriculum developers pick their way with extreme
caution. In addition, the greater coverage of social and
economic issues has generally not encouraged a critical
approach either to Hong Kong’s capitalist system, or the
mainland’s communist one. Therefore, although the re-
introduction of local history had been planned partly
with the intention of providing students with more
opportunities to exercise their critical and analytical
skills, in official syllabuses it is with respect to
local and mainland Chinese history that a critical
approach has been least in evidence.
The treatment of Hong Kong and mainland history in
syllabuses, and the relationship between the two
subjects of History and Chinese History, need to be seen
in the broader context of official representations of
the local and Chinese past. The return of Hong Kong to
Chinese rule has brought with it the expectation on the
part of pro-Beijing elements that history should be used
to promote an uncritical, state-centred patriotism
419
amongst local people. This view has been aired, for
example, in discussions over what approach should be
followed in selecting content for Hong Kong’s new Museum
of History, discussed in Chapter 9. While those
responsible for Chinese History have appeared keen to
meet this expectation, and have revised their syllabuses
accordingly, developers of the History curriculum, with
their more liberal and internationalist outlook, have
been reluctant to follow. Though they appear to have
seen the omission of controversial issues as prudent,
given the prevailing political climate, they have
apparently felt that the promotion of uncritical
patriotism would run directly counter to the overall
ethos of their subject.
Nor has the new administration given a clear lead.
On the one hand, the Chief Executive has repeatedly
referred to history’s usefulness in stimulating
patriotism, while on the other he and his advisors on
education policy continually stress the importance of
teaching students to be creative and analytical. The
current ‘New History’ initiative is thus both a
testament to the confused educational priorities of the
post-handover government, and a test of which of these
priorities will ultimately take precedence. Which vision
of history teaching will receive official sanction: a
critical, liberal and more global approach; an approach
which promotes a predominantly happy, patriotic vision
420
of the local and national past; or some kind of uneasy
compromise between the two?
2. The Curriculum Development Process
Political considerations have clearly played an
important role in setting the parameters of acceptable
content in official syllabuses, but there is no
evidence, certainly over the past thirty years, of
direct interference in the syllabus drafting process by
the senior levels of the government’s bureaucracy. In
the more politically turbulent period of the 1950s and
1960s the colonial authorities intervened to ensure that
syllabuses for Chinese History and Civics (later EPA)
promoted a thoroughly depoliticised sense of Chinese and
local identity. By the 1970s, depoliticisation appears
to have become so institutionalised in the local
education system that interventions of this kind became
largely unnecessary. It is possible that confidential
documents yet to be released from the government’s
archives may reveal a greater degree of active
government manipulation of school syllabuses than
currently appears to have been the case. However, the
available evidence indicates that the agencies and
officials responsible for developing the History
curriculum have enjoyed considerable formal autonomy.
In Chapters 6 and 7 it was shown that the power of
such officials has tended to grow with the increasing
421
bureaucratisation of the curriculum development process
since the 1970s. The recognition by the government of
its responsibility to provide mass education brought a
new drive to rationalise and bureaucratise the
previously more informal arrangements for consultation
over syllabus and examinations policy. A highly formal
consultation process, involving most of the major
stakeholders – teachers, university academics, and
officials from the ED and HKEA – was established, making
the curriculum development process appear more open and
inclusive than before. The organisation by officials of
teacher seminars, and the canvassing of teachers’
opinions on curriculum changes through questionnaires,
also became increasingly common. The process nonetheless
remained highly centralised and top-down, and the
initiative for curriculum reform stayed firmly in the
hands of the ED and HKEA subject officers.
The fact that officials potentially wielded such
influence did not determine whether or how they would
use it. In Chapter 7 it was noted that officials
responsible for Chinese History continued for almost
three decades to defer to the authority of Professor
Chiu of HKU, whose main concern seems to have been the
preservation of the existing curriculum. If certain
academics at the History Department of HKU had been able
to maintain a similar level of authority, the
development of the History curriculum might have
exhibited a similar inertia. However, the activism of
422
several key officials, and the sympathy of a number of
academics, helped to ensure that this was not so.
Whereas conservative academics retained control over the
Chinese History curriculum, by the late 1980s the
influence over History syllabuses of those who saw the
school curriculum first and foremost as a preparation
for their university courses had been greatly reduced.
In Chapter 7 it was also shown how the decline of
the influence of academic historians as a group over the
development of the subject was linked to the impact of
the shift to mass secondary education on History’s
popularity and status. This shift affected History far
more severely than Chinese History, and led to growing
concerns about a decline in candidatures for the
subject. Attempts to halt this, as noted earlier,
focused on the promotion of a more ‘skills’-based and
student-centred approach, the re-introduction of local
history, and the teaching of more modern periods of
world – and increasingly also of Chinese – history. The
use of English for teaching the subject was identified
by curriculum developers as a key reason for History’s
declining popularity amongst a student population whose
level of proficiency in that language was also perceived
to be falling. However, as explained in Chapter 5,
societal demand for English-medium education deterred
the colonial government, always conscious of its weak
legitimacy, from compelling schools to teach in English,
and attempts by the ED to persuade schools to switch to
423
mother-tongue instruction proved ineffective. This
situation changed in 1997, when the incoming
administration felt sufficiently confident to opt for
compulsion where persuasion had failed, but a ‘final
solution’ to the language problem continues to prove
elusive.
There was little that individual subject officers,
still less academics or teachers, could do to influence
overall policy on the medium of instruction. By
contrast, individuals, and especially officials, could
and did play a highly significant role in shaping the
curriculum for the subject of History. The introduction
of DBQs, which was aimed both at promoting the teaching
of ‘skills’ and at limiting the linguistic demands on
examination candidates, would almost certainly not have
happened when it did had it not been for the energetic
efforts of Patrick Wong. The re-introduction of local
history was also the result of a personal initiative on
the part of D.C. Lam and, more particularly, Jane Cheng
of the Advisory Inspectorate. The support given by
academics such as Anthony Sweeting and Elizabeth Sinn to
these initiatives, and their assistance both in lobbying
for their adoption and in producing teaching materials,
was also crucial. Personal, informal connections amongst
these individuals, such as the friendship between Sinn
and Cheng, the teacher-student relationship between
Sweeting and Wong, Cheng and Lee Chi-hung, or the
relationships established between Sweeting and Cheng,
424
Julian Leung or Flora Kan as fellow teacher educators at
HKU, also helped to build and shape the consensus for
change. The interviews conducted in the course of this
research, and my own peripheral involvement in the ‘New
History’ controversy, mentioned in the previous chapter,
illustrate the continuing importance of such informal
networks.
What the interviews also revealed was the extent to
which most of the individuals involved in the
development of the History curriculum shared very
similar backgrounds and values. Almost all of them were
graduates of the older Anglo-Chinese, and often
Christian, schools, which they had attended in the
period from the 1950s to the 1970s when secondary
education was still the privilege of a relatively small
elite. Most had also studied history at the University
of Hong Kong, and had done their teacher training there
during the 1970s or 1980s, under the supervision of
Anthony Sweeting, Julian Leung or Jane Cheng. The high
value they placed on critical and independent thinking
was reflected in a generally liberal-democratic
political outlook. However, as already noted, this has
not generally led them, at least in their syllabuses, to
adopt a very critical approach to the political history
of Hong Kong or modern China, to Hong Kong’s capitalist
system, or to the mainland’s communist one. Anthony
Sweeting has been more willing than most to push openly
425
for a more unreservedly critical attitude to local
history in History syllabuses.
Sweeting’s comparative radicalism is not, I would
argue, a reflection of any essential ‘cultural’
difference between him and his local Chinese
counterparts, nor does it imply that their espousal of
liberal values has been hypocritical or false. As noted
in Chapter 8, Lee Chi-hung has suggested that the social
and educational background of many key players in the
curriculum development process helps account for the
cautious, conservative, pro-status quo orientation of the
local history package of the early 1990s. However, the
fact that Lee himself, while possessing a similar social
and educational background to other members of the Local
History Working Group, has tended to adopt a rather more
daring approach to content selection (as demonstrated in
the recent draft syllabus for Secondary 4-5), serves as
a warning against the assumption of any deterministic
link between socio-economic status or educational
background and political stance. Similarly, any
expectation that Sweeting, by virtue of being British,
would automatically favour a more pro-British slant on
local or world history than his local colleagues, is
contradicted by the evidence. The contrast between the
radicalism displayed by Sweeting, and the relative
caution exercised by local educational officials,
including Lee, may be best explained by the
understanding on the part of the latter of their
426
inescapably collaborative role – a role which Sweeting,
largely because of his expatriate status, might not have
felt so obliged to perform. The relationship between
curriculum development and the politics of collaboration
in Hong Kong is examined further below.
Those responsible for the development of the
History subject have been educated in a liberal
tradition of history teaching which has its origins in
Britain. However, their relationship to this tradition
has neither been one of simple dependence, nor of
unquestioning deference. The HKEA has continued
periodically to send examination papers and scripts to
London for vetting, but the main concern has been to
secure wider overseas recognition for local
qualifications. The advice proffered by London’s
examiners has routinely been criticised or ignored by
the local subject committees, and dissatisfaction with
the vetting arrangements led in 1998 to a decision to
switch from the London to the Cambridge Examinations
Board. Reforms to the local curriculum, such as the
promotion of a thematic, global approach, and the
introduction of DBQs, have been largely inspired by
practice overseas, especially in England. Nonetheless,
the use made of ideas from overseas has been selective
and, as in the case of DBQs, they have been picked up as
ready-made solutions to problems faced in the local
context, not simply copied from or imposed by overseas
agencies. Local curriculum developers have looked to
427
English or American practice with an eye to adopting or
adapting whatever in that practice might help to boost
the effectiveness of history teaching in Hong Kong, and
the popularity of the History subject.
At the same time, officials have looked to a far
lesser extent to local teachers for suggestions as to
how the curriculum might be reformed and, when they have
done so, the response has not generally been very
constructive. Although, since the 1970s, teachers have
been increasingly involved on official curriculum
committees and working parties, and have been informed
and consulted more thoroughly regarding the nature of
proposed changes, the role of the History teaching
profession in general has remained passive and reactive.
The highly centralised, administrative pattern of
curriculum development established since the 1950s has
helped to produce, and has in turn been reinforced by,
an expectation on the part of teachers that any major
initiative for change would come from the ED. No subject
association for History teachers existed until 1999, and
it remains to be seen whether the new ‘Association for
History Educators’ will be able to establish itself.
Though, as noted in Chapter 8, teachers, and teacher
members of subject committees, have in recent years
tended to become more assertive and outspoken, their
main concerns have usually been to shorten syllabuses,
minimise content change, and secure more support in
terms of teaching resources from the ED and HKEA.
428
The position of these institutions regarding the
provision of such resources has been ambivalent. On the
one hand, officials have lamented the poor quality of
many commercially-produced textbooks and the
ineffectiveness of the quality-control mechanisms at
their disposal. At the same time, the ED has sought to
maintain a strict division between the work of drafting
official syllabuses, and that of writing textbooks –
partly out of a desire to reduce the opportunities for
corruption, and partly in order to maintain an posture
of political neutrality or ‘laissez-faire’ regarding
textbook content. Officials have also been reluctant to
‘spoon-feed’ teachers, and have insisted that the latter
should produce more of their own teaching materials.
When DBQs were introduced at A’ level, a government-
funded programme of in-service training for History
teachers was organised, aimed largely at encouraging
them to develop more materials of their own. The ED has
nevertheless played an expanding role over the past
decade or so in producing curriculum packages – the main
example being that for local history – especially for
use with junior forms. This increased intervention in
the provision of teaching materials has reflected
growing concern regarding the problems of curriculum
implementation.
3. Curriculum Implementation
429
Official syllabuses for History have over the past
three decades promoted a vision of the subject as a
critical discipline suited to the cultivation of
analytical skills and liberal-democratic values.
Meanwhile, those responsible for producing these same
syllabuses have perceived a gulf, if anything widening
rather than narrowing, between the aims they have
proclaimed, and the way in which History has in practice
been taught and learnt in most local classrooms. Part of
the reason for this gulf may be attributed to the
increasingly ambitious and complex nature of the
objectives set by curriculum developers, in their
enthusiasm for ‘skills’. However, the attempt to
redefine History’s utility in these terms has largely
been a response to the quite rapid shift to mass
provision of secondary education during the 1970s. The
problems associated with this shift – in particular of
teacher professionalism, medium of instruction, and
provision of suitable textbooks – have received most of
the blame from officials and curriculum committees for
what they have seen as the generally unsatisfactory
state of History teaching.
The evidence of candidates’ performance in public
examinations shows that, while a small minority appear
to have mastered the analytical skills promoted in
official syllabuses, the majority have continued to rely
largely upon the memorisation of ‘model answers’. In
addition, the range of topics covered by most candidates
430
has shown little variation, with questions on
nationalism, war and diplomacy in nineteenth-century
Europe, late Qing China and Meiji Japan consistently
proving the most popular. Teachers of senior forms have
appeared unwilling to experiment with local history, or
to extend their coverage to the post-1945 period. There
is also, as noted in Chapter 8, some evidence to suggest
a continuing reluctance on the part of teachers to deal
with the more controversial topics within this period,
such as those relating to the history of China after
1949.
Many teachers of History to junior secondary forms
over the past thirty or more years have not been subject
trained, and have tended to rely particularly heavily on
textbooks. Teaching at this level appears often to have
consisted, as it largely did at the school where I
taught in the mid-1990s, of drilling students in
vocabulary items in preparation for frequent tests and
examinations. Jane Cheng, Alice Ho and others have
traced the tendency of students to equate the learning
of History with the memorisation of ‘model answers’ to
the particular prevalence of this sort of teaching
method in the junior forms. The various History teaching
packs prepared by the ED for use at junior level over
the past decade have attempted to tackle this problem by
showing teachers how to approach the subject in a more
stimulating and ‘skills’-oriented way, but there is so
far no indication that the provision of these materials
431
has had a significant impact on teaching practice in
most schools.
Much of the blame for problems with the teaching
and learning of History at all levels of secondary
schooling has been attributed to the use of English as
the main medium of instruction in most schools, and by
most candidates sitting public examinations. Examination
reports have consistently stressed the detrimental
effect that poor English has had on candidates’ ability
either to understand questions, or to write a coherent
answer in response to them – a point reinforced by
comments in the triennial Comparability Studies
conducted by the London Schools Examination Board. As
access to senior secondary and tertiary education has
expanded over the past two decades, so the severity of
this problem appears to have increased. In Chapters 7
and 8 it was shown how concerns over declining language
standards were part of the rationale for the
introduction of DBQs at A’ level and HKCE, the retention
of MCQs for the latter examination, and the consequent
reduction in the weighting of essay questions at both
levels. Despite these assessment reforms, language
difficulties have continued to be blamed for undermining
the promotion of critical thinking. This has led
officials and others involved in the development of the
History curriculum to press, with very limited success,
for more schools to switch to the use of Chinese for
teaching the subject. The government’s decision in 1997
432
to force most schools to switch to mother-tongue
instruction would therefore appear to be welcome news.
However, evidence of the effects of the mother-tongue
policy on performance in public examinations will not
become available for several years.
The perception of declining levels of English-
language proficiency amongst the student population
would appear to be borne out by the increasing
simplification of the language used in History
textbooks. The simplicity of the language used in the
most popular textbooks helps to account for the
unsophisticated nature of the interpretations which many
of them have contained. Nonetheless, the poor standard
of many of the DBQ and MCQ exercises in both textbooks
and supplementary workbooks cannot be explained solely
by the language factor. It would appear that many
textbook authors, almost all of whom have been
experienced local teachers of History, have not fully
understood either the nature or purpose of DBQs.
Neither language problems nor simple ignorance
account for the practice by authors and publishers of
self- censorship. The avoidance of controversial issues,
particularly those relating to recent Chinese history,
has long been a feature of textbooks as well as
syllabuses. Although there is no evidence of outright
censorship of textbooks having been practiced over the
past thirty years, authors and publishers have generally
avoided testing the limits of ED tolerance, and textbook
433
interpretations have tended to closely match those
suggested in official syllabuses and teaching guides.
This pattern has remained largely unchanged through the
period of transition to Chinese rule, and as the
parameters of acceptable syllabus content have shifted,
so those of textbook content have followed. However, the
approach of the handover brought with it an intense
politicisation of local and Chinese history that
contrasted with the avoidance or depoliticisation of the
previous two decades. In this uncertain and somewhat
menacing political climate, some publishers or authors
have appeared especially concerned to ensure that the
content of their textbooks conforms to a rigid
interpretation of the ‘one China’ principle. The same
pressures, as well as a concern to limit the extent of
textbook revisions, has prompted the ED to issue
guidelines to publishers making more explicit the
parameters of acceptable content, as regards topics
relating to Hong Kong’s (and Taiwan’s) relationship with
the rest of China. ‘Guided self-censorship’ therefore
more accurately characterises the nature of political
influence over textbook production in particular.
History has been almost unique amongst mainstream
school subjects in both advocating and, through public
examinations, attempting to test critical thinking
skills. However, the way the subject has actually been
studied has in many respects been closer to the approach
of Chinese History than to the vision set out in
434
official History syllabuses. Problems with teaching
methods, second-language instruction and the quality of
textbooks have, probably rightly, taken much of the
blame for this. In addition, some curriculum developers
have suggested that the nature of the rival subject of
Chinese History, as well as the prevalence across the
school curriculum of a pedagogy that encourages
uncritical rote memorisation, have not helped their
efforts to promote a critical approach to history.
However, the failure of both textbook writers and
curriculum developers themselves to adopt a truly
critical approach to many of the most crucial episodes
and issues in the local and national past suggests that
these explanations of the gulf between syllabus rhetoric
and classroom practice are inadequate. What is lacking
is an account not only of how the nature of Hong Kong’s
two history subjects relates to the local educational
culture, but of how those subjects and that culture have
been shaped by an illiberal political climate that
discourages the free expression of critical ideas.
History teaching, culture and colonialism
The failure so far of a critical, liberal tradition
of history teaching to take root in Hong Kong’s schools
may appear to lend credence to the view that the
approach which the History subject has promoted is, in
435
some fundamental way, incompatible with the ‘Chinese
culture’ of Hong Kong. The British origins of the school
subject of History, and the continuing overseas
influence on its development, are undeniable. This fact
alone might lead some believers in ‘cultural
imperialism’, dependency theory or ‘world systems’
theory to argue that the subject has represented a
‘hegemonistic’ attempt to foist a ‘Western’ approach to
history onto people from another culture.2 What post-
colonial Hong Kong needs, they would contend, is a more
authentically Chinese approach to history teaching – one
which, by reconnecting local students with their Chinese
cultural roots, will liberate them from the intellectual
shackles of colonialism. Chapter 9 has demonstrated that
just such arguments have indeed been put forward in
defence of the division between Chinese History and
History in local schools.
The remainder of this chapter attempts to counter
interpretations of this type by relating the findings of
this research to the critique of determinist views of
history, culture and educational development described
in Chapters 2 and 3. An alternative interpretive
framework is suggested, placing the relationship between
colonialism, culture and the History curriculum in the
context of the discussion, in Chapter 5, of Hong Kong’s
politics, education system and popular culture. The
validity of the concept of an ‘authentic’, homogenous
Chinese culture is then re-examined, in the light of a2 For a discussion of such theories, see Chapter 3.
436
comparison between the recent furore over the fate of
Chinese History in Hong Kong, and the ongoing debate
over history and national identity in Taiwan. Finally,
an assessment is made of the major practical and
political tensions affecting efforts to promote a
liberal, critical vision of history teaching in Hong
Kong’s schools.
Politics, colonialism and Hong Kong’s two histories
The school subject of History originated in Hong
Kong’s highly elitist Anglo-Chinese schools, and thus
began life very much as a colonial British import. The
development of its curriculum up to the present day has
continued, as this study has shown, to be very much
influenced by overseas precedents, and especially by
reforms to history teaching that have taken place in
Britain. Does it therefore follow that this subject has
conveyed a ‘colonial’ conception of history that
threatens the preservation of Hong Kong’s cultural
‘Chineseness’? Moreover, is it possible to distinguish
meaningfully between those influences that are the
product of ‘colonialism’ and those which result from the
free exchange of ideas across borders and between
‘cultures’, however defined?
As was noted above, curriculum developers have been
selective in their adoption of overseas-inspired
innovations, and their main purpose in looking to
437
history teaching practice abroad has been to find ideas
that might help in adapting Hong Kong’s own History
curriculum to the requirements of mass schooling. Their
efforts might be seen, up to a point, as part of a
struggle for curriculum territory and resources, of the
kind which Ivor Goodson has seen as fundamental to an
understanding of the history of school subjects.3
However, whereas Goodson has, as noted in Chapter 3,
described a sequence whereby subjects which have their
origins in idealistic campaigns for pedagogical
innovation later prostitute those ideals in a scramble
for academic status, in the case of History – in Hong
Kong, Britain and elsewhere – the sequence has been the
other way around.4 The advent of mass secondary education
has seen developers of History curricula in many
countries attempt to make the subject less ‘stuffy’ and
academic, and more appealing to generations of students
who take schooling for granted, and are less inclined
than perhaps their parents were to suffer boredom in the
pursuit of academic credentials.
Goodson tends to explain the history of school
subjects principally as a struggle for status, control
and resources between various ‘stakeholders’ in the
school curriculum, including politicians, teachers,
academics, inspectors – or even social ‘classes’. His3 Goodson has, it is true, not undertaken research into the history of school subjects in colonial contexts. However, as was pointed outin Chapter 3, very few people have – which is one of the reasons forthe significance of this research.4 A pattern which Kliebard has suggested might be true for other traditionally academic subjects such as Mathematics. See Chapter 3.
438
‘social constructivist’ analysis sometimes verges on the
deterministic in suggesting that the behaviour of these
stakeholders is primarily informed by an obsession with
the pursuit of ‘power’. Thus the success or failure of
school subjects in establishing or defending their
status is seen in terms of the effectiveness of their
‘discourses or legitimating rhetorics’,5 whose
relationship to actual policy, let alone classroom
practice, may be largely or even intentionally illusory.
The present research has shown that, in the case of
History in Hong Kong, the social and educational
background of curriculum developers, their desire to
preserve their curricular territory, and an official
vision of history teaching far removed from classroom
reality, have all played an important role in the
development of the subject. Nonetheless, what tends to
get neglected in interpretations of curriculum
development which focus on the pursuit of ‘power’ is the
issue of whether those involved actually believed that
they were doing more than furthering their own personal
or class interests and, more importantly, whether there
are any grounds for judging whether or not they were
deluding themselves.
Many of those who have promoted new approaches to
history teaching in Hong Kong have done so, like their
counterparts in Britain or America, out of a genuine
belief that the study of history ought to foster
5 Ivor Goodson, ‘The Making of Curriculum’ (Falmer Press, 1995), p. 194
439
critical and analytical skills. They have also seen
critical thinking skills, and a sceptical attitude to
sources, as useful to discouraging intolerance and
building values associated with liberal-democratic
citizenship. As was discussed in Chapter 5, such values
have in recent years commanded increasingly broad
allegiance from Hong Kong’s expanding middle class.
However, curriculum developers have been and continue to
be faced with a political climate which is far from
liberal or democratic. The political situation has led
to little obvious or crude official interference, but
has rather been reflected in a general fear of provoking
Communist China or ‘rocking the boat’ locally. This fear
has been evident in the especially cautious treatment of
Hong Kong and modern China in History syllabuses and
textbooks.
Teachers of Chinese History and their supporters
have emphasised the throroughbred Chineseness of their
subject, explicitly or implicitly contrasting this with
the ‘foreign’ or ‘colonial’ nature of History’s approach
and perspective. This ignores the fact that the stigma
of ‘colonial’ origins attaches to Chinese History just
as much as to History. Although its proponents see it as
the essential embodiment of Chinese tradition, the
Chinese History subject represents, if not an ‘invented
tradition’, then at least a particular approach to
China’s past tailored to suit both the political needs
of the colonial government and the ideological
440
preferences of the conservative scholars who wrote it.
The curriculum for Chinese History is simply one amongst
many possible approaches taken by Chinese people to the
history of China. Others have been and are being
explored by teachers and curriculum developers in
Taiwan, mainland China and, as this study has shown,
amongst Chinese teachers of History in Hong Kong.
It would therefore be wrong to see the division
between Hong Kong’s two history subjects in terms of a
division between a ‘colonial’ version of the past on the
one hand and a ‘Chinese’ version on the other. On the
contrary, the nature of both subjects and the division
between them are explicable by reference to Hong Kong’s
collaborative political and social order, discussed in
Chapter 5. During the last half-century of British rule,
and especially from the late 1960s onwards, the
authority of the colonial government was acknowledged to
depend on the collaboration of Hong Kong’s Chinese
inhabitants, in particular the business and official
elites, and on the acquiescence of the mainland
government. Morris and Sweeting have shown how awareness
of this situation led to the conscious depoliticisation
of the school curriculum by the colonial authorities.6
Most curriculum developers and teachers, like the bulk
of Hong Kong’s largely refugee population, accepted this
depoliticisation because, like the colonial government
6 Paul Morris and Anthony Sweeting, ‘Education and Politics: The Case of Hong Kong from an Historical Perspective’ (Oxford Review of Education 17, no. 3, 1991), pp. 249-67. See also Chapter 5.
441
itself, they knew that serious instability within Hong
Kong, or any provocation of the mainland authorities,
might bring about the replacement of British rule with
rule from Beijing.
This collaborative imperative was crucial to the
development of both history subjects, though it took the
form of a tacit contract whose existence was seldom if
ever acknowledged either by the government or by those
directly involved in curriculum development. Chinese
History existed to foster in local students a sense of
pride in their Chinese cultural identity, but in a way
which would involve no challenge to the legitimacy of
the colonial authorities. The curriculum for Chinese
History, as for the other Chinese subjects, therefore
purveyed an idealised vision of an ancient and
essentially changeless Confucian civilisation, ignoring
the crisis which that civilisation was undergoing in
modern China. Meanwhile, the History subject came by the
1970s to embody a vision of the modern world beyond
China which, by avoiding substantial coverage of issues
such as communism and colonialism, and offering instead
a narrative of the progress of nationalism, liberalism,
democracy, and international harmony, provided an almost
equally idealised account of the recent global past.
While the development of the subject drew its
inspiration from American and British attempts to make
history more challenging and stimulating, the promotion
in Hong Kong of this new, more critical approach was
442
effectively neutered by the requirements of
depoliticisation. Other factors, such as the medium of
instruction, the low level of teacher professionalism,
and a deeply entrenched view of education as the
transmission of received knowledge rather than ‘skills’,
all contributed to the difficulty of promoting such an
approach to history in local schools. However, the
neglect in syllabuses for both subjects of the history
of modern China and of Hong Kong, and of communism and
colonialism more generally, betrayed the crucial role
played by politics in constraining curriculum
developers. The avoidance of these topics exposed
particular tensions within the History subject, since
its developers claimed to place far more emphasis both
on modern history, and on the adoption of a critical
approach to it, than did their Chinese History
counterparts.
Hong Kong’s transition from British to Chinese rule
witnessed the emergence of a more assertive sense of
local identity, while the expansion of the middle class
brought with it the growth of a more vibrant civil
society. Increased popular and scholarly interest in
Hong Kong’s past helped to create some support for the
re-introduction of local history into History
syllabuses, though the initiative of individual
officials rather than any popular demand determined the
timing of this move. However, despite significant
reforms to syllabus content and assessment practices
443
over the past ten years, what is most striking is not
the extent of the changes to History, but their
limitations. Hong Kong’s gradual ‘decolonisation’ has
not liberated curriculum developers from the fetters of
collaboration. On the contrary, as was noted in Chapter
5, local elites have had to adapt to the necessity of
collaborating with the new sovereign power. For
developers of the History curriculum this has meant that
topics relating to the history of Hong Kong and China,
which they have tried to place at the core of recent
History syllabuses, have had to be treated with extreme
caution. The very public pronouncements of Hong Kong’s
post-handover leadership regarding the importance of
‘patriotic’ history, and the highly politicised debate
surrounding the new Museum of History, show how the
parameters of acceptable content have become far more
explicit and rigid than was previously the case.
While the necessity of collaboration with the post-
colonial regime has thus imposed more obvious
constraints on those responsible for History curriculum
development, it has been seen by their Chinese History
rivals an opportunity to reassert the special status of
their subject. Chinese History teachers and curriculum
developers in Hong Kong have never demonstrated any real
interest in the history of either Hong Kong or modern
China, since their whole approach has been predicated
upon a homogenous, state-centred vision of Chineseness
to which both Hong Kong and Communist China are
444
peripheral. Their preference for a traditionalist,
ethno-centric, moralistic account of Chinese history was
originally at odds with the Marxist interpretation
favoured in mainland China. However, as noted in Chapter
2, by the 1990s Beijing’s own propaganda had toned down
its Communist orthodoxy, and the new official vision of
the national past combined a celebration of the
achievements of Chinese antiquity with an interpretation
of the ‘one China’ principle that stressed China’s
immemorial homogeneity. In these circumstances, many of
those involved with Chinese History appear to have
accepted it as natural that their subject should assume
the role of promoting Hong Kong’s cultural and spiritual
re-integration with the ‘motherland’.
To talk of the end of British rule as bringing a
‘decolonisation’ of the local education system therefore
obscures the fact that Hong Kong’s autonomy – in
education policy as in much else – remains circumscribed
by an unwritten collaborative contract underpinning the
entire political system. Theories of neo-colonialism,
cultural imperialism, or the ‘hegemony’ of Western
‘discourses’ do not account for the way in which the
political climate has helped to shape the curricula for
History and Chinese History over the past thirty years.
As was noted in Chapter 5, some recent studies on Hong
Kong’s history have drawn upon Ronald Robinson’s
‘excentric theory of imperialism’ in stressing the
essentially collaborative foundations of colonial rule.
445
Robinson himself also emphasised that ‘collaboration
theory provides a measure for the post-colonial era’.7 If
this measure is applied to History curriculum
development in Hong Kong, what is most apparent is not
any perpetuation of neo-colonial domination, but the
gradual assumption by China of a colonial authority far
stronger than that exercised by the British over recent
decades. Whereas collaboration with the British
authorities involved tacit acceptance of certain taboos
– especially concerning colonialism and communism – the
new regime is seen as demanding more than the observance
of negative prohibitions. In other words, while the
British were more concerned with what was not taught, the
PRC is more interested in what is taught. The
‘repoliticisation’ of national history for the purpose
of promoting uncritical patriotism has been particularly
apparent in recent changes to Chinese History syllabuses
and textbooks, but has also influenced the treatment of
topics in History relating to Hong Kong and China.
While there is evidence that political pressures
have caused some unease amongst developers of the
History curriculum, the government’s sweeping programme
of educational reforms has also thrown up the New
History proposal (involving a merging of History and
Chinese History), thus alienating the Chinese History
teachers who have emerged as some of the most
enthusiastic supporters of ‘patriotic education’. The
7 Ronald Robinson, ‘The Excentric Theory of Imperialism, with or without Empire’, p. 273 (See Chapter 5)
446
more interventionist stance adopted by the government in
education policy as in other fields has reflected its
greater confidence in its own authority, but, as was
suggested in Chapter 5, there are growing signs that
this confidence is misplaced. The new regime has felt
itself to be representative of Hong Kong people in a way
that its colonial predecessor was not, and did not claim
to be. However, the incoherence or incompetence that has
characterised some of the administration’s recent
schemes – perhaps reflecting the ‘disarticulation’ of
the post-handover political system identified by Ian
Scott –8 has led to the increasing disaffection of a
number of groups (including civil servants and teachers)
on whose collaboration the government has traditionally
depended. Hong Kong’s new rulers have ignored Robinson’s
adage that ‘the less the pro-consuls demanded of their
mediators in the way of reform, the safer they were’.9 It
remains to be seen whether this popular disaffection
will grow or subside, or whether it will lead to any
significant political changes, which, if they came,
might produce a climate more conducive to the promotion
in schools of a critical, liberal approach to history.
Chinese History, identity and culturalism – ‘One China’,
or many?
8 See Chapter 5.9 Robinson, op. cit., p. 272
447
As was noted in Chapter 3, liberal-democratic
political institutions by no means guarantee the triumph
of enlightenment and the banishment of bigotry in
official representations of the national past. History’s
importance to attempts to define national identity
ensures that history teaching, and public debate over
history more broadly, can often become highly
politicised. For example, governments or political
parties in democratic states as far apart as Britain,
Australia and India have in recent years attempted, with
varying degrees of success, to direct or manipulate
public discussion of history in order to project a
particular vision of national identity. However, despite
such attempts, debate over history and history curricula
in these countries remains significantly freer than
under more authoritarian regimes such as those of
Pakistan, Burma or China. In the latter, state ideology
sets strict parameters within which historical debate
must be conducted, so that history textbooks are
compelled to accept a common vision of the nation’s
historical origins, and to promote a homogenised sense
of national identity, whether rooted in race, religion,
political ideology, or a combination of all three.
Perceptions of national and cultural identity on
the part of Hong Kong people, discussed in Chapter 5,
have been complex and in some ways contradictory. On the
one hand, Hongkongers have appeared increasingly eager
to differentiate themselves from ‘mainlanders’. Greater
448
wealth, a distinctive Cantonese-based popular culture,
and a liberal, cosmopolitan vision of Hong Kong as an
‘international city’ have been key elements of this
growing sense of local identity. Interest in local
history has also risen, though the sense of
‘Honkongeseness’ has generally been predicated more upon
pride in Hong Kong’s present prosperity than upon any
particular interpretation of the local past.
Nevertheless, it is this vision of Hong Kong, as a
prosperous, liberal, cosmopolitan ‘international city’
that the History curriculum, despite political
constraints, has come closest to reflecting.
On the other hand, as was also noted in Chapter 5,
there is a widespread acceptance in Hong Kong of a
vision of China as a monolithic ethno-cultural bloc.
Attempts by Beijing to demand the unquestioning
allegiance of Hong Kong people on the basis of ethnic
loyalty alone may be largely ineffective, given the
strong local antipathy to communism and to mainlanders
in general. However, on issues such as the Diaoyutai and
the Belgrade Embassy Bombing, which involve tension
between China and ‘foreigners’, many local people and
much of the local media have demonstrated a strong
residual attachment to what is frequently defined as
‘the Chinese race’. Being Chinese for many Hong Kong
people appears to mean being part of what David Brown
terms a ‘cultural nation’ (as distinct from a ‘political
nation’) –10 a concept of nationhood which has also been10 See the discussion of Brown’s ideas in Chapter 5.
449
at the heart of the curriculum for Chinese History in
local secondary schools.
In Chapter 2 it was shown how this ‘primordial’
conception of national-racial identity has its roots in
the vision of China as an ‘awakened’ nation-state
promoted by nationalist leaders such as Sun Yat-sen.
This was a blend of more traditional ethnic prejudices
and political practice with neo-Darwinist conceptions of
race and nation, which a century ago were still in vogue
in Europe. For early Chinese nationalists, as for many
of their European contemporaries, racially-defined
nationalism was part of the natural order of things.
Since history was widely conceived of as an epic racial
struggle in which only the strongest would survive,
nationalist ideology tended to emphasise the importance
of unity, solidarity, and military strength. Their
consciousness of China’s weakness led Chinese
nationalists to give unity and strength all the greater
priority, and this was reflected in their educational
policies, and in particular in the promotion of putonghua
as the national language.
This approach to nationalism has, as noted in
Chapter 2, remained prevalent in mainland China. Indeed,
in the form of the ‘one China principle’, it has become
the central tenet of PRC state ideology. In Chapter 8
the generally uncritical treatment of the Italian and
German, as well as the Chinese, national movements in
History textbooks was taken as an indication of the
450
influence which this view of nationalism as a ‘good’ in
itself has had on the teaching of History. Developers of
the History curriculum have nonetheless been conscious
of the way in which rigid adherence to the ‘one China
principle’ can involve twisting history – for example as
regards local archaeology, the issue of ‘population
influx’, or references to Taiwan – even while they have
felt compelled to connive in such distortions.
Those responsible for the Chinese History
curriculum have demonstrated no similar misgivings. On
the contrary, as was shown in Chapter 9, they have
actively promoted a primordialist, essentialist view of
Hong Kong’s Chineseness, proclaiming, for example, that
‘from time immemorial’ the region has been part of ‘the
Great Chinese National Family’.11 In the current debate
over ‘New History’, defenders of the separate status of
the Chinese History subject have appealed to a
culturalist conception of Chineseness, arguing that only
a subject that teaches China’s history in splendid
isolation from the global past can truly reflect China’s
cultural uniqueness. At the same time, they emphasise
that in giving priority to the use of history for
fostering ethnic loyalty they are merely doing what
every other nation does. This not only ignores how far
some states have in fact moved away from the nineteenth-
century nationalism that still informs official
historiography in China; it also contradicts the
assertion that there is a single authentically Chinese11 See Chapter 9.
451
approach to history. If China’s cultural essence is seen
as determining that only one approach to the past
qualifies as ‘Chinese’, then any attempt to justify this
approach by reference to what happens elsewhere is both
irrelevant and incoherent.
The criticisms made by Brown, Hoffman and others of
this kind of determinist or ‘essentialist’ view of
culture have been discussed in earlier chapters,12 and so
are not repeated in detail here. However, the belief in
China’s cultural homogeneity and uniqueness is so widely
held, and so central to arguments over how history
should be taught to Chinese students, that it is worth
reinforcing this critique with a brief discussion of
attitudes to history, ethnicity and identity in a
Chinese society other than Hong Kong: that of Taiwan.
In Taiwan, the Nationalist view of a monolithic
cultural Chineseness was the state orthodoxy throughout
most of the period of Guomindang rule. The government
12 See Chapters 2, 3 and 5.
452
staked its claim to legitimate authority over the whole
of China (including, in its definition, Outer Mongolia)
partly on the assertion that it, rather than the
Communist regime, was the more faithful heir to ‘the
5,000-year-old civilisation of which Taiwan has always
been a part’.13 History lessons in Taiwan, like Chinese
History lessons in Hong Kong, taught the whole 5,000-
year narrative from a state-centred perspective, without
any recognition of local variations. The history of
Taiwan itself, like local history in Hong Kong, was seen
as peripheral and was not taught. Taiwanese were taught
to see themselves, and their ancestors ‘from time
immemorial’, as members of a racially and culturally
homogenous Chinese nation. Chinese languages other than
Mandarin, which formed the native tongues of most of
Taiwan’s Chinese inhabitants, were suppressed. The
aboriginal Austronesian tribes, who until the
seventeenth century had had the island to themselves,
and who by 2000 were officially reckoned to number just
over 400,000 (i.e. almost as numerous as Australia’s
aborigines), were forcibly assimilated.14
The democratisation of Taiwan over the past fifteen
years has been accompanied by an increasingly open and
vigorous public debate over Taiwanese history and
identity. There are still those, particularly among the
13 Sin-ming Shaw, ‘Big China, Little China’ (Time Magazine, March 27, 2000). Shaw, a Taiwanese writer, appeared to be defending what used to be the orthodox Guomindang view of Chinese culture.14 Fiorella Allio, ‘The Dynamics of the Identity Issue in Taiwan’ (China Perspectives, No. 28, March-April 2000), p. 46
453
ageing mainlanders who came to the island with the
Guomindang, who maintain that ‘Taiwan is an integral
part of a single and indivisible Chinese nation on the
basis of a shared cultural and even biological
heritage’.15 While their influence remains substantial,
however, it is in steep decline. Whereas until the 1980s
Mandarin was the only official language in Taiwan, and
the use of minanhua16 or other languages was forbidden in
schools and other government institutions, nowadays the
increasingly widespread use of minanhua has come to
symbolise the assertion of Taiwanese distinctiveness.
Just as striking has been the growth of interest in the
history and culture of the Austronesian tribes, with
many Taiwanese now eager to rediscover (or perhaps, in
some cases, to invent) their aboriginal roots. In the
past few years, Taiwanese history, from pre-Chinese
settlement times, through the incorporation of the
island into the Qing Empire, to the Japanese colonial
era and the period of Guomindang rule, has begun to be
taught in schools.
This new interest in Taiwanese history has of
course been stimulated by the ongoing debate over the
island’s political status. Identity has continued to be
defined in largely ethnic terms, so that, for example,
the keenness of many Taiwanese to establish their
15 Ibid., p. 48. See also Stephane Corcuff, ‘Taiwan’s Mainlanders’ (China Perspectives, No. 28, March-April 2000)16 The language spoken in Southern Fujian, Taiwan, and by many Chinese communities in South-East Asia. Its Taiwanese variant is often referred to as ‘Taiyu’.
454
aboriginal ancestry has been linked to a desire to
assert a new ethnically-based Taiwanese nationalism in
opposition to the claims of Chinese nationalism.17 The
Democratic Progressive Party, which won the recent
presidential election, has traditionally promoted
another variety of ethnic nationalism based on the
claims of the Hoklo-Hakka majority to represent
‘authentic’ Taiwaneseness.18 There thus remains a certain
‘ambiguity or incoherence’ in much of the debate over
identity in Taiwan, as seen, according to David Brown,
elsewhere in South-East Asia, since many parties and
politicians ‘claim somehow to offer equal citizenship
rights to all citizens irrespective of cultural
attributes, but… also define the nation in cultural
terms so as to give priority of some kind to those
possessing the attributes of cultural nationhood’.19
However, another popular notion of Taiwaneseness –
President Lee Teng-hui’s formula of the ‘New Taiwanese’
– comes closer to political or liberal nationalism in
taking as its principle rallying point not ethnic
origin, but ‘commitment to an island bent upon progress
and exchange’.20
The rediscovery of Taiwanese history, and the open
and vigorous debate over Taiwanese ethnicity and
17 See Gunter Schubert, ‘A New Rising Nation: The Discourse on National Identity in Contemporary Taiwan’, in ‘China Perspectives, No. 23, May-June 1999, pp. 54-6418 Allio, op. cit., p. 4919 David Brown, ‘The State and Ethnic Politics in Southeast Asia’ (Routledge, 1998), p. 26120 Allio, op. cit., p. 50
455
identity, has its origins, according to Allio, in ‘the
maturing of the democratic system’ there.21 The fact that
this interest has been influenced by political
ideologies and interests, and specifically by the
problem of how to define Taiwan’s relationship with
mainland China, does not invalidate the inquiry into the
extent and nature of Taiwan’s distinctiveness. As Allio
points out, ‘ethnic groups…do not exist a priori, but are
interdependent realities that have been socially and
symbolically constructed’.22 The notion of a culturally
and racially homogenous Chinese nation was developed and
elaborated a century ago by intellectuals concerned
above all to strengthen a sense of unity and solidarity
in the face of the threat posed by the modern West and
Japan. Their vision of a monolithic ethno-cultural
China, which forms the basis of PRC claims to
sovereignty over Taiwan, is now being challenged in its
turn by Taiwanese determined to show how their history
and culture, as well as their wealth and their political
system, set them apart from the Chinese mainland. The
fact that this is no longer a staged debate between two
authoritarian regimes, but a free one conducted in an
open society, has meant that multiple conceptions not
only of Chineseness, but also of Taiwaneseness, have
emerged. There are signs that a recognition of ethnic
diversity, previously seen as threateningly divisive by
both Nationalist and Communist regimes, is giving rise
21 Ibid., p. 4922 Ibid., p. 45
456
in Taiwan to a more tolerant, democratic, multi-ethnic
nationalism.
By comparison with the Taiwanese controversy over
history, culture and identity, debate over such issues
in Hong Kong has been muted. The assumption of a
monolithic cultural Chineseness not only goes
unchallenged in history syllabuses and textbooks, but is
also largely unquestioned in the local media, as
coverage of the ‘New History’ proposal has demonstrated.
A number of factors may help to account for the relative
strength of this belief in Hong Kong. As was noted in
Chapter 5, the development of a strong sense of local
identity has been quite recent in Hong Kong, which until
the 1970s was a largely refugee society. By contrast,
most of Taiwan’s population has roots on the island
stretching back well over one hundred years. In
addition, the isolation of Hong Kong from broader
Chinese politics – Communist or Nationalist – and the
experience of colonial rule, encouraged the adoption of
a cultural ‘Chinese identity in the abstract’,23
epitomised by the secondary school curriculum for
Chinese History. This tended to foster a highly
sentimental identification with an idealised Chinese
nation, most dramatically expressed in the massive local
pro-democracy demonstrations organised in support of the
‘patriotic democratic movement in China’ in 1989.23 Bernard Luk, ‘Chinese Culture in the Hong Kong Curriculum: Heritage and Colonialism’, in Stimpson and Morris ed.s, ‘Curriculum and Assessment for Hong Kong’ (Open University of Hong Kong Press, 1998), p. 74
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However, the crushing of the student movement in
that year shattered much of this idealism, and in
sealing the alienation of local people from the mainland
regime, helped, as noted in Chapter 5, to further
reinforce their sense of Hong Kong’s distinctive
identity. The setback to local hopes of democratisation,
and the subsequent rise in tension between Britain and
China, were also crucial in shaping the political
climate of Hong Kong during the 1990s. It has been
emphasised throughout the present study that an
appreciation of this tense and uncertain political
situation is essential to an understanding of why the
developers of the History curriculum acted in the way
that they did. It explains why, despite their evidently
liberal and democratic values, and their belief in the
importance of critical thinking, they nonetheless balked
at criticism of almost all the most contentious issues
in the history of Hong Kong and modern China. It has
been the political pressure to collaborate, and not any
mystic Chinese cultural essence, that has led museum
curators, textbook publishers, and developers of the
curricula for both History and Chinese History, to
maintain a taboo regarding criticism of the ‘one China
principle’.
Far more research needs to be done on the
development of history teaching and curricula in both
Taiwan and mainland China, and on Chinese historiography
more generally. Nevertheless, it seems apparent that
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when some supporters of Hong Kong’s Chinese History
subject appeal to a monolithic, culturalist vision of
Chineseness, they are being, so to speak, more Catholic
than the Pope. Not only in Taiwan, but in mainland China
too, there have in recent years been attempts to reform
history curricula, largely influenced by overseas
practice.24 While on the mainland the political climate
has prevented the adoption of a genuinely critical
approach to history in official syllabuses, textbooks or
classrooms, in Taiwan there is already, as noted above,
an open and critical public debate over history and
national identity. The fact that this debate is being
conducted freely and publicly between parties with
radically differing viewpoints makes it all the more
likely that Taiwanese curriculum developers, teachers
and students will feel free to adopt a similarly open
and critical attitude. By contrast, the way in which
Hong Kong’s political climate has set narrow parameters
for this debate continues to make it if not impossible,
then at least much less likely that officials, textbook
publishers or teachers will risk practising the critical
approach that they preach.
Democracy and the ‘craft’ of history in Hong Kong
24 Attempts at reform in mainland China are mentioned in Chapter 7 above.
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Although the division of the school history
curriculum into two entirely separate subjects may be
unique to Hong Kong, this has arisen out of a specific
set of historical circumstances, and is not a reflection
of any ineffable cultural schism between ‘East’ and
‘West’. Those who promote an ethno-centric, culturalist
approach to history are not expressing a purely or
essentially Chinese perspective, but are rather speaking
the international language of populist nationalism.
Conversely, the sort of critical approach to the past
that developers of the History curriculum have attempted
to encourage, far from being incompatible with ‘Chinese
culture’, is a reflection of the culture and values of
these Chinese Hongkongers. They are none the less
‘authentically’ Chinese for having been influenced by
ideas from overseas.
The concern with achieving cultural ‘authenticity’
in approaches to the past is far from unique to China.
As was discussed in Chapters 2 and 3, there has in
recent years been a growing tendency amongst historians,
educationalists and others in what is commonly termed
‘the West’ to ‘essentialise’ culture, and to accord to
it the sort of determining role that Marxists typically
give to socio-economic forces. Foremost amongst those
who have treated culture in this way have been those
influenced by postmodernist or post-structuralist ideas.
Following thinkers such as Foucault, they have reacted
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against attempts by Marxists and others to explain
history or culture ‘scientifically’ by proclaiming the
hopelessness of any search for ‘truth’, and adopting
instead the Nietszchean model of ‘genealogy’.
Postmodernists in Western countries have generally
adopted a left-wing stance, and have therefore attacked
historical accounts which they see as elite-oriented,
Eurocentric or otherwise tending to favour ‘hegemonic’
interests. However, some postmodernist approaches to
‘multi-culturalism’ have themselves been criticised by
Brown and others for fostering an intolerant ‘micro-
fascism’, while postmodernist arguments have also been
deployed by scholars in mainland China seeking to
reinforce the case for the incommensurability of Chinese
culture. In Chapter 9 it was noted that such ideas have
also influenced arguments in defence of the separate
status of the Chinese History subject in Hong Kong.
The challenge posed by postmodernism has forced
historians, philosophers and educationalists in
countries such as Britain, America and Australia to
reflect upon and defend their practice in a way in which
historians, in particular, have not previously been
prone to do. It was argued in Chapter 2 that Alasdair
MacIntyre’s model of a craft tradition, also implicit in
R.G. Collingwood’s philosophy, provides the best model
of what history is and what it is for. This vision of
history as a ‘craft’ differs not only from the
genealogical approach of Nietszche, Foucault and their
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intellectual heirs, but also from the ‘encyclopaedic’
tradition of positivist social science. It conceives of
truth and best practice not in absolute terms, but in
relation to a living tradition of enquiry concerning
‘the good’. History is, in this view, not just one
amongst many academic disciplines, since a historical
perspective is integral to any and every ‘craft
tradition’. Nor is history simply a mountain of
accumulated ‘facts’ which, taken together, provide us
with a true picture of the past. Discovering the truth
about the past may be the ‘telos’ of history as a
discipline, but what the student needs most of all to
understand is how knowledge of the past is possible, why
it is important, and what is involved in being a good
historian.
Despite the fact that relatively few historians and
educationalists make reference to Collingwood or
MacIntyre, or even appear to have read them, the
challenge of defending history against the postmodernist
critique, and that of justifying its status as a school
subject, have resulted in the articulation of a vision
that closely approximates to that of a ‘craft
tradition’. This has been evident, as outlined in
Chapter 3, in the growing emphasis over the past thirty
years in North America, Australia and parts of Europe on
the importance of teaching students to exercise
analytical ‘skills’ when studying history. In addition,
since the practice of citizenship is perhaps the most
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important ‘craft’ of all, the role which the critical
study of the national and global past can play in
preparing pupils as liberal-democratic citizens has
often been accorded particular importance.
It is no accident that the critical, ‘skills’-based
approach to history has been elaborated and promoted
most extensively in liberal-democratic states. This does
not mean that the teaching of history in such countries
is entirely consistent with the craft-based conception
of the discipline, or that official history curricula
are entirely philosophically coherent. As was indicated
in Chapter 3, pressures exist in most countries for
history to be taught in a nationalistic, triumphalist
manner – or, which in some ways the other side of the
same coin, for the history of allegedly persecuted
minorities to be taught in a similarly celebratory,
uncritical fashion. Even in democratic states, such
demands may need to be accommodated or mediated in an
effort to achieve a politically viable consensus. At the
same time, the right balance needs to be found between
teaching historical ‘skills’, and providing students
with a basis of information sufficiently secure to
enable them to begin to exercise such ‘skills’. For
example, research comparing history teaching in Britain
and Japan,25 and some of the comments made by London
examiners vetting Hong Kong examinations, suggest that25 Martin Booth, Masayuki Sato and Richard Matthews, ‘Case Studies of History Teaching in Japanese Junior High Schools and English Comprehensive Secondary Schools’ (Compare, Vol. 25, No. 3, 1995), pp. 279-301.
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striking a suitable balance between the teaching of
‘skills’ and information remains a problem for British
history teachers. Debates over teaching methods and
curriculum content in Europe, America, Australia and
worldwide look set to continue.
The ongoing controversy over ‘New History’ in Hong
Kong may similarly force local historians, teachers and
curriculum developers to reflect more profoundly upon
their practice, and to articulate more clearly and
forcefully the rationale which underpins it. The present
study has shown that some of the most formidable
problems they face in attempting to promote a critical,
‘skills’-based approach to history have been and remain
the use of English as the main language of instruction,
and the generally low level of teacher professionalism.
Of these, language has been perhaps the most intractable
problem, and must take much of the blame for the
popularity of poor-quality, over-simplified textbooks
and cramming aids. The poor standard of English, as well
as lack of confidence in teachers, have also to some
extent handicapped efforts to reform examinations.
Assessment reform remains central to attempts by History
curriculum developers challenge the prevalent
‘encyclopaedic’ educational culture, with its
overwhelming emphasis on the accumulation of facts at
the expense of analytical training. Recent shifts in
medium-of-instruction policy, and talk of introducing
project work and school-based assessment, therefore hold
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out the prospect of some progress towards a more
critical, ‘skills’-based approach to history teaching.
However, even if the language problem is tackled
effectively, and assessment reform is forthcoming – big
‘ifs’, given the current confusion of educational
policy-making in Hong Kong – there remains another issue
that such reforms on their own cannot address. This is
the influence of an illiberal political climate upon the
curriculum policy-making process, and in particular on
the willingness of curriculum developers to take the
lead in promoting a genuinely critical approach to the
local and national past. Even in the absence of direct
governmental interference in their work, officials and
others involved in History curriculum development have
felt obliged to work within parameters of political
acceptability which have meant the exclusion from
syllabuses and textbooks of many of the most important
and controversial issues in Hong Kong and Chinese
history. At the same time, the political climate has
increasingly encouraged the active promotion,
particularly in the Chinese History subject, of a ‘one
China’ orthodoxy with its roots in an ahistorical,
culturalist nationalism. The present study demonstrates,
as studies of history curricula elsewhere have done,
that the development of the history curriculum in Hong
Kong must be seen in its social, cultural and, in
particular, its political context. This context, itself
the product of man-made history and not of any ineffable
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cultural essence, has made it especially difficult for
those who have attempted to promote a liberal, critical
approach to the study of history. Whether their liberal
vision, or a more nationalist, chauvinist one, will in
future come to dominate Hong Kong’s history curriculum,
depends very largely upon what sort of political
community Hong Kong wants, or is allowed, to become.
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