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RIZAL’S SOCIAL ORIGINS AND
HISTORICAL CONTEXT
JOSE RIZAL
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THE ASCENDANCE OF
CHINESE MESTIZO
WHAT IS
CHINESE
MESTIZO?
WHAT IS CHINESE MESTIZO?
• a person of mixed foreign and
native ancestry
• specifically, a person born of a
Chinese father and an Indio
mother
• also, if a mestiza who are
married a Chinese or mestizo
THE EVOLUTION OF
THE CHINESE
MESTIZO
THE EVOLUTION OF THE CHINESE MESTIZO
• although the Chinese who settled in the islands before the Spanish
colonization had intermarried with native women, the emergence of the
Chinese mestizo as a legally distinct class began only with the Spanish
colonial regime
• the Chinese became indispensable to the needs of the capital or the
economy of the Philippines in the Spanish regime, it is because they
perform multiple services as traders, artisans and domestic servants
• through the policy of the converting the Chinese and encouraging
marriages between Catholic Chinese and Catholic Indios through the
help of the missionaries and friars
THE EVOLUTION OF THE CHINESE MESTIZO
• it was 1594 when the Spanish Governor Luiz Perez Dasmariñas created
Binondo (Binondo Community) as a permanent settlement for Chinese
mestizos who converted to Catholicism
• as the population of Chinese Mestizo increases the whole population was
classified for the purpose of tribute or tax payment into four classes:
- Spaniards and Spanish Mestizo (excempted fron the taxes)
- Chinese Mestizo
- Indios
- Chinese
THE CHINESE
MESTIZOS AS
MIDDLE CLASS
THE CHINESE MESTIZO AS A MIDDLE CLASS
• the development of the Chinese Mestizos as an entrepreneur from the
1750’s to the 1850’s paved the way for the emergence of the Philippine
middle classes
• the Chinese Mestizos shared economic power with the Chinese as
exporters-importers, wholesalers, retail traders and owners of majority of
the artisan shops
• they were also engaged in landholding, wholesaling, rice growing,
producing rice and salt, retail trade
• the opening of the country to foreign traders facilitated growth of exort in
tropical products such as sugar, coffee, coconut, tabacco, and hemp for
the world market
THE CHINESE MESTIZO AS A MIDDLE CLASS
• in the year 1840s, with the opening of the port of manila the Spanish
colonial authorities encouraged the Chinese to return to the Philippines
to accelerate the development of the economy
• the transformation of the Philippine agriculture subsistence to export
production in mid-19th century witnessed the rise of the Chinese Mestizo
as an economically independent middle class
• they are also referred to the most industrious, prudent, and economical
element of the Philippines
• with the contribution of the Chinese Mestizos, the Spaniards granted
them the privilege to marry at the age of 16 without parental consent
THE RISE OF THE
MIDDLE CLASS TO
SOCIAL PRESTIGE
THE RISE OF THE AS A MIDDLE CLASS TO
SOCIAL PRESTIGE
• the Chinese Mestizos’ economic wealth had a great effect in increasing
their standards of living and their social prestige
• the new middle class , often graceful and cultivated, following the model
of Hispanic-European culture, was getting itself firmly entrenched in
many pueblos or towns. The graceful structure and delicately carved
furniture of the mestizo are based in the European way
• almost every dwellings of the Chinese Mestizo in pueblo are larger and
better than the rest
THE RISE OF THE AS A MIDDLE CLASS TO
SOCIAL PRESTIGE
• many of them adopt the European costume, but where they retain the native
dress it is finer in quality, gayer in color, and richer in ornament. Like the
natives, they wear their skirts over the trousers but the shirts are of pina or
sinamay fastened with button of valuable chains, and a gold chain is seldom
wanting, suspended around the neck. The men commonly wear European
hats and stockings, and the sexes exhibited no small amount of dandyism
and coquetry
• the rise of the middle class to economic importance had another great effect.
The acquisition of a certain amount of wealth made it easier for some
mestizo families to provide education for their children
THE RISE OF THE AS A MIDDLE CLASS TO
SOCIAL PRESTIGE
• by the late 1860s, as a result of the educational decree of 1863 which gave
the Indios and mestizos access to higher education, a few people, mostly
wealthy natives and Chinese mestizos, had the opportunity of getting some
college education from institutions like Letran, San Jose and Santo Tomas
• the middle class of Chinese mestizos seemed almost inconsequential, but
the educational attainment of these mestizos, combined with their economic
wealth and social prestige, enabled them to dominate public opinion.
• regardless of their ethnic, social and economic origin, the Chinese mestizos
tended to dominate not only the economic and social but also the political
leadership of the local communities.
THE CHINESE MESTIZO IN
THE FORMATION OF THE
FILIPINO IDENTITY
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• the Chinese mestizo in some communities were becoming sizeable enough
to be able to form their own Gremio Mestizo de Sangley and thus evolve into
a legally distinct class.
• by the 1800s, the emergent middle class of Chinese mestizos in the
provinces began to set the tone of public opinion
• the Spaniards felt little or no affinity at all with the Indios, and saw
themselves threatened by the very existence of the Chinese mestizos, who
were described as having no sympathy for Spain and would be difficult to
subdue. The Spaniards were now haunted by the fear of an Indio revolution
led by mestizos
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• under the idea that their union would imperil the entrenched power of Spain,
Spanish authorities tried various means to sow discord between different races
and classes in their colonial possessions . One approach suggested was to
promote rivalry and jealousy between the two classes
• in the 1860s Father Jose Burgos (of mixed Spanish, French and Chinese-native
descent) and Father Mariano Gomez (both his parents were of mixed Filipino-
Chinese blood) and Father Jacinto Zamora (also a Chinese mestizo), asserted
the capacity, intelligence, and achievement of the native clergy and demanded
the appointment of native secular priests. Executed for alleged conspiracy in the
Cavité Mutiny in 1872, in which both Indios and Chinese mestizos participated,
the three martyrs' brilliant defense of the clergy of aroused a certain degree of
national or racial consciousness as secularization defined the issue between the
ruler and the ruled.
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• now provided with formal education and influenced by the liberal ideas prevalent
in Europe, these growing intellectuals (Ilustrados) from the middle class of Chinese
mestizos and Indios who became politically conscious and began to think in terms of
national instead of provincial or even sectoral concerns, would evolve a philosophy of
Filipinism
• the most obvious manifestation of this budding sense of Filipino nationality
appeared in the late 1870s in the writings of Pedro Paterno and Gregorio
Sancianco, both Chinese mestizos. As students in Spain before 1880, they
were the trailblazers in formulating the nascent idea of a Filipino identity. Pedro
Paterno was the first to project a Filipino personality or to define the Filipino
character in his writings. His collection of poems, Sampaguita (1880), and his
novel Ninay (1885) were attempts at defining the Filipino national feeling.
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• these first glimmerings of a Filipino national sentiment were expressed more
cogently by Gregorio Sancianco in his book El Progreso de Filipinas
(Progress of the Philippines), written in 1881. While the book dealt with the
economic and political problems and the potentialities for development of the
islands in both spheres, it also vehemently condemned the tribute or tax
payment which exempted the Spaniards and Spanish mestizos but classified
the inhabitants of the islands into Indios and Chinese mestizos as legally
distinct, with each class paying different taxes. Such a policy not only
smacked of racial discrimination but also tended to foment class division. To
put an end to such patent racial discrimination and ethnic divisiveness, he
suggested the assimilation of the Philippines into Spain, so that all its
inhabitants could be declared citizens of Spain, be given the same rights and
privileges as Spaniards, and be subject to a uniform tax system
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• Sancianco's more significant contribution in his writings was his
defense of the dignity of the Filipinos. He was the first to explain that
the indolence of the Filipino was not something inherent in the
people but was the reaction of the common tao to centuries of
exploitation
• the birth of Filipino consciousness was already indicated in the
writings of Paterno and Sancianco; nurtured by the powerful mind of
Jose Rizal, it would bloom. Rizal, known as the pride of the Malay
race, was a Chinese mestizo, having been descended from a pure
Chinese ancestor and a long line of Chinese mestizos and Chinese
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• His first article in the Diariong Tagalog, entitled El Amor Patrio (Love of
Country), advised his compatriots who has been disappointed with the
Philippine state of affairs to love their country, for to do so was the greatest,
the most heroic, and the most unselfish deed
• Rizal's two novels completed in the 1880s, Noli Me Tangere and El
Flibusterismo, gave a profoundly touching picture of the oppression and
suffering experienced by his countrymen, but they were more than an
indictment of the existing colonial system. The Noli Me Tangere was a
proclamation of the creed of Filipino nationalism; ElFlibusterismo, on the
other hand, was a clarion call to awaken the people's sense of nationhood
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• In 1892, Rizal, returning to the Philippines, founded the Liga Filipino,
in the house of a Chinese mestizo, Doroteo Ongjungco. The League
was a movement aimed at forging a united Philippines into one
compact and homogenous body. Rizal wanted to create a feeling of
national unity that would transcend class distinctions and
parochialism. In this sense, he was the first who sought to unite the
whole archipelago and who preached that the «Indio could be
something else, Filipinos who were members of a Filipino nation
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• Pedro Paterno, Gregorio Sancianco, and Jose Rizal were, to a
certain extent, responsible for instilling in their countrymen an
incipient sense of nationality and national self-esteem. These writers,
each in his own way, articulated the growing consciousness of a
national self, of an identity as a distinct people with a destiny of their
own. They and the other Filipino intellectuals of the reform movement
expressed, in the words of the eminent historian, professor Teodoro
A. Agoncillo, the submerged feelings of the masses, and they
unconsciously pointed the way to revolution
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• When the Revolution broke out, Chinese mestizos were participants
not necessarily as mestizos, but as Filipinos. General Emilio
Aguinaldo who took over leadership from Andres Bonifacio and
founded the first Philippine Republic was of Filipino-Chinese
descent. Even his able chief adviser, Apolinario Mabini was a
Tagalog with perhaps some Chinese blood
• The Chinese mestizos' involvement in the Revolution was part of the
accelerating political trend toward common action with the Indios -as
Filipinos.
THE CHINESE MESTIZO IN THE FORMATION OF THE
FILIPINO IDENTITY
• The Philippine Revolution of 1896 was the final act of determination
on the part of the true Filipinos - Indios and Chinese mestizos alike -
to claim for themselves and for future generations the incomparable
birthright of nationhood. And the accomplishment of this historic
mission was due, to a significant extent, to the patriotic awakening of
the Chinese mestizos and their complete absorption into the social,
cultural and economic fabric of the emerging Filipino nation-state.

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report-in-life and works of Jose Rizal. Specifically his family tree

  • 1.
  • 2. RIZAL’S SOCIAL ORIGINS AND HISTORICAL CONTEXT
  • 6. WHAT IS CHINESE MESTIZO? • a person of mixed foreign and native ancestry • specifically, a person born of a Chinese father and an Indio mother • also, if a mestiza who are married a Chinese or mestizo
  • 7. THE EVOLUTION OF THE CHINESE MESTIZO
  • 8. THE EVOLUTION OF THE CHINESE MESTIZO • although the Chinese who settled in the islands before the Spanish colonization had intermarried with native women, the emergence of the Chinese mestizo as a legally distinct class began only with the Spanish colonial regime • the Chinese became indispensable to the needs of the capital or the economy of the Philippines in the Spanish regime, it is because they perform multiple services as traders, artisans and domestic servants • through the policy of the converting the Chinese and encouraging marriages between Catholic Chinese and Catholic Indios through the help of the missionaries and friars
  • 9. THE EVOLUTION OF THE CHINESE MESTIZO • it was 1594 when the Spanish Governor Luiz Perez Dasmariñas created Binondo (Binondo Community) as a permanent settlement for Chinese mestizos who converted to Catholicism • as the population of Chinese Mestizo increases the whole population was classified for the purpose of tribute or tax payment into four classes: - Spaniards and Spanish Mestizo (excempted fron the taxes) - Chinese Mestizo - Indios - Chinese
  • 11. THE CHINESE MESTIZO AS A MIDDLE CLASS • the development of the Chinese Mestizos as an entrepreneur from the 1750’s to the 1850’s paved the way for the emergence of the Philippine middle classes • the Chinese Mestizos shared economic power with the Chinese as exporters-importers, wholesalers, retail traders and owners of majority of the artisan shops • they were also engaged in landholding, wholesaling, rice growing, producing rice and salt, retail trade • the opening of the country to foreign traders facilitated growth of exort in tropical products such as sugar, coffee, coconut, tabacco, and hemp for the world market
  • 12. THE CHINESE MESTIZO AS A MIDDLE CLASS • in the year 1840s, with the opening of the port of manila the Spanish colonial authorities encouraged the Chinese to return to the Philippines to accelerate the development of the economy • the transformation of the Philippine agriculture subsistence to export production in mid-19th century witnessed the rise of the Chinese Mestizo as an economically independent middle class • they are also referred to the most industrious, prudent, and economical element of the Philippines • with the contribution of the Chinese Mestizos, the Spaniards granted them the privilege to marry at the age of 16 without parental consent
  • 13. THE RISE OF THE MIDDLE CLASS TO SOCIAL PRESTIGE
  • 14. THE RISE OF THE AS A MIDDLE CLASS TO SOCIAL PRESTIGE • the Chinese Mestizos’ economic wealth had a great effect in increasing their standards of living and their social prestige • the new middle class , often graceful and cultivated, following the model of Hispanic-European culture, was getting itself firmly entrenched in many pueblos or towns. The graceful structure and delicately carved furniture of the mestizo are based in the European way • almost every dwellings of the Chinese Mestizo in pueblo are larger and better than the rest
  • 15. THE RISE OF THE AS A MIDDLE CLASS TO SOCIAL PRESTIGE • many of them adopt the European costume, but where they retain the native dress it is finer in quality, gayer in color, and richer in ornament. Like the natives, they wear their skirts over the trousers but the shirts are of pina or sinamay fastened with button of valuable chains, and a gold chain is seldom wanting, suspended around the neck. The men commonly wear European hats and stockings, and the sexes exhibited no small amount of dandyism and coquetry • the rise of the middle class to economic importance had another great effect. The acquisition of a certain amount of wealth made it easier for some mestizo families to provide education for their children
  • 16. THE RISE OF THE AS A MIDDLE CLASS TO SOCIAL PRESTIGE • by the late 1860s, as a result of the educational decree of 1863 which gave the Indios and mestizos access to higher education, a few people, mostly wealthy natives and Chinese mestizos, had the opportunity of getting some college education from institutions like Letran, San Jose and Santo Tomas • the middle class of Chinese mestizos seemed almost inconsequential, but the educational attainment of these mestizos, combined with their economic wealth and social prestige, enabled them to dominate public opinion. • regardless of their ethnic, social and economic origin, the Chinese mestizos tended to dominate not only the economic and social but also the political leadership of the local communities.
  • 17. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY
  • 18. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • the Chinese mestizo in some communities were becoming sizeable enough to be able to form their own Gremio Mestizo de Sangley and thus evolve into a legally distinct class. • by the 1800s, the emergent middle class of Chinese mestizos in the provinces began to set the tone of public opinion • the Spaniards felt little or no affinity at all with the Indios, and saw themselves threatened by the very existence of the Chinese mestizos, who were described as having no sympathy for Spain and would be difficult to subdue. The Spaniards were now haunted by the fear of an Indio revolution led by mestizos
  • 19. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • under the idea that their union would imperil the entrenched power of Spain, Spanish authorities tried various means to sow discord between different races and classes in their colonial possessions . One approach suggested was to promote rivalry and jealousy between the two classes • in the 1860s Father Jose Burgos (of mixed Spanish, French and Chinese-native descent) and Father Mariano Gomez (both his parents were of mixed Filipino- Chinese blood) and Father Jacinto Zamora (also a Chinese mestizo), asserted the capacity, intelligence, and achievement of the native clergy and demanded the appointment of native secular priests. Executed for alleged conspiracy in the Cavité Mutiny in 1872, in which both Indios and Chinese mestizos participated, the three martyrs' brilliant defense of the clergy of aroused a certain degree of national or racial consciousness as secularization defined the issue between the ruler and the ruled.
  • 20. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • now provided with formal education and influenced by the liberal ideas prevalent in Europe, these growing intellectuals (Ilustrados) from the middle class of Chinese mestizos and Indios who became politically conscious and began to think in terms of national instead of provincial or even sectoral concerns, would evolve a philosophy of Filipinism • the most obvious manifestation of this budding sense of Filipino nationality appeared in the late 1870s in the writings of Pedro Paterno and Gregorio Sancianco, both Chinese mestizos. As students in Spain before 1880, they were the trailblazers in formulating the nascent idea of a Filipino identity. Pedro Paterno was the first to project a Filipino personality or to define the Filipino character in his writings. His collection of poems, Sampaguita (1880), and his novel Ninay (1885) were attempts at defining the Filipino national feeling.
  • 21. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • these first glimmerings of a Filipino national sentiment were expressed more cogently by Gregorio Sancianco in his book El Progreso de Filipinas (Progress of the Philippines), written in 1881. While the book dealt with the economic and political problems and the potentialities for development of the islands in both spheres, it also vehemently condemned the tribute or tax payment which exempted the Spaniards and Spanish mestizos but classified the inhabitants of the islands into Indios and Chinese mestizos as legally distinct, with each class paying different taxes. Such a policy not only smacked of racial discrimination but also tended to foment class division. To put an end to such patent racial discrimination and ethnic divisiveness, he suggested the assimilation of the Philippines into Spain, so that all its inhabitants could be declared citizens of Spain, be given the same rights and privileges as Spaniards, and be subject to a uniform tax system
  • 22. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • Sancianco's more significant contribution in his writings was his defense of the dignity of the Filipinos. He was the first to explain that the indolence of the Filipino was not something inherent in the people but was the reaction of the common tao to centuries of exploitation • the birth of Filipino consciousness was already indicated in the writings of Paterno and Sancianco; nurtured by the powerful mind of Jose Rizal, it would bloom. Rizal, known as the pride of the Malay race, was a Chinese mestizo, having been descended from a pure Chinese ancestor and a long line of Chinese mestizos and Chinese
  • 23. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • His first article in the Diariong Tagalog, entitled El Amor Patrio (Love of Country), advised his compatriots who has been disappointed with the Philippine state of affairs to love their country, for to do so was the greatest, the most heroic, and the most unselfish deed • Rizal's two novels completed in the 1880s, Noli Me Tangere and El Flibusterismo, gave a profoundly touching picture of the oppression and suffering experienced by his countrymen, but they were more than an indictment of the existing colonial system. The Noli Me Tangere was a proclamation of the creed of Filipino nationalism; ElFlibusterismo, on the other hand, was a clarion call to awaken the people's sense of nationhood
  • 24. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • In 1892, Rizal, returning to the Philippines, founded the Liga Filipino, in the house of a Chinese mestizo, Doroteo Ongjungco. The League was a movement aimed at forging a united Philippines into one compact and homogenous body. Rizal wanted to create a feeling of national unity that would transcend class distinctions and parochialism. In this sense, he was the first who sought to unite the whole archipelago and who preached that the «Indio could be something else, Filipinos who were members of a Filipino nation
  • 25. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • Pedro Paterno, Gregorio Sancianco, and Jose Rizal were, to a certain extent, responsible for instilling in their countrymen an incipient sense of nationality and national self-esteem. These writers, each in his own way, articulated the growing consciousness of a national self, of an identity as a distinct people with a destiny of their own. They and the other Filipino intellectuals of the reform movement expressed, in the words of the eminent historian, professor Teodoro A. Agoncillo, the submerged feelings of the masses, and they unconsciously pointed the way to revolution
  • 26. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • When the Revolution broke out, Chinese mestizos were participants not necessarily as mestizos, but as Filipinos. General Emilio Aguinaldo who took over leadership from Andres Bonifacio and founded the first Philippine Republic was of Filipino-Chinese descent. Even his able chief adviser, Apolinario Mabini was a Tagalog with perhaps some Chinese blood • The Chinese mestizos' involvement in the Revolution was part of the accelerating political trend toward common action with the Indios -as Filipinos.
  • 27. THE CHINESE MESTIZO IN THE FORMATION OF THE FILIPINO IDENTITY • The Philippine Revolution of 1896 was the final act of determination on the part of the true Filipinos - Indios and Chinese mestizos alike - to claim for themselves and for future generations the incomparable birthright of nationhood. And the accomplishment of this historic mission was due, to a significant extent, to the patriotic awakening of the Chinese mestizos and their complete absorption into the social, cultural and economic fabric of the emerging Filipino nation-state.