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A gender-based theory of the origin of the caste system of India

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  • Bidner, Chris
  • Eswaran, Mukesh

Abstract

We propose a theory of the origins of India's caste system by explicitly recognizing the productivity of women in complementing their husbands' occupation-specific skill. The theory explains the core features of the caste system: its hereditary and hierarchical nature, and its insistence on endogamy (marriage only within castes). Endogamy is embraced by a group to minimize an externality that arises when group members marry outsiders. We demonstrate why the caste system embodies gender asymmetries in punishments for violations of endogamy and tolerates hypergamy (marrying up) more than hypogamy (marrying down). Our model also speaks to other aspects of caste, such as commensality restrictions and arranged/child marriages. We suggest that India's caste system is so unique because the Brahmins sought to preserve and orally transmit the Hindu scriptures for over a millennium with no script. We show that economic considerations were of utmost importance in the emergence of the caste system.

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  • Bidner, Chris & Eswaran, Mukesh, 2015. "A gender-based theory of the origin of the caste system of India," Journal of Development Economics, Elsevier, vol. 114(C), pages 142-158.
  • Handle: RePEc:eee:deveco:v:114:y:2015:i:c:p:142-158
    DOI: 10.1016/j.jdeveco.2014.12.006
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    4. Ray, Tridip & Roy Chaudhuri, Arka & Sahai, Komal, 2020. "Whose education matters? An analysis of inter caste marriages in India," Journal of Economic Behavior & Organization, Elsevier, vol. 176(C), pages 619-633.
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    7. Momoe Makino, 2019. "Marriage, dowry, and women’s status in rural Punjab, Pakistan," Journal of Population Economics, Springer;European Society for Population Economics, vol. 32(3), pages 769-797, July.
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    10. Ravichandran, Thanammal & Farnworth, Cathy Rozel & Galiè, Alessandra, 2021. "Empowering women in dairy cooperatives in Bihar and Telangana, India: a gender and caste analysis," 2021 Annual Meeting, August 1-3, Austin, Texas 338772, Agricultural and Applied Economics Association.
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    13. Prasheela Karan & Jung-Sook Lee & Richard Hugman, 2021. "Combatting Gender Oppression: Applying Intersectionality in Microfinance Self-help Groups," The European Journal of Development Research, Palgrave Macmillan;European Association of Development Research and Training Institutes (EADI), vol. 33(6), pages 1649-1665, December.
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    16. Gupta, I. & Veettil, P.C. & Speelman, S., 2018. "Caste, Technology and Social Networks," 2018 Conference, July 28-August 2, 2018, Vancouver, British Columbia 277048, International Association of Agricultural Economists.
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    Caste; Endogamy; Gender;
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